ICAS
Investors Capital Advisory Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $3.49M | Sell |
24,085
-651
| -3% | -$94.2K | 0.67% | 19 |
|
2016
Q1 | $3.51M | Sell |
24,736
-9,535
| -28% | -$1.35M | 0.7% | 15 |
|
2015
Q4 | $4.52M | Sell |
34,271
-3,022
| -8% | -$399K | 0.88% | 8 |
|
2015
Q3 | $4.86M | Sell |
37,293
-1,023
| -3% | -$133K | 0.98% | 8 |
|
2015
Q2 | $5.22M | Sell |
38,316
-968
| -2% | -$132K | 0.96% | 8 |
|
2015
Q1 | $5.67M | Sell |
39,284
-4,447
| -10% | -$642K | 1.06% | 6 |
|
2014
Q4 | $6.57M | Buy |
43,731
+6,139
| +16% | +$922K | 1.25% | 5 |
|
2014
Q3 | $5.19M | Buy |
37,592
+757
| +2% | +$105K | 1.02% | 8 |
|
2014
Q2 | $4.66M | Buy |
36,835
+2,433
| +7% | +$308K | 0.75% | 12 |
|
2014
Q1 | $4.3M | Buy |
34,402
+337
| +1% | +$42.1K | 0.93% | 8 |
|
2013
Q4 | $4.04M | Buy |
34,065
+10,141
| +42% | +$1.2M | 0.94% | 12 |
|
2013
Q3 | $2.72M | Buy |
23,924
+2,745
| +13% | +$312K | 0.7% | 21 |
|
2013
Q2 | $2.37M | Buy |
+21,179
| New | +$2.37M | 0.72% | 21 |
|