KCS Wealth Advisory’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1
| Closed | -$340K | – | 141 |
|
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.25% | 116 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$318K | – | 455 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.25% | 122 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.26% | 120 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.32% | 116 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.3% | 119 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.26% | 126 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.27% | 126 |
|
|
2017
Q4 | $298K | Buy |
+1
| New | +$298K | 0.29% | 119 |
|