Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.09% | 226 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.09% | 250 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.08% | 242 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.09% | 236 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.07% | 285 |
|
|
2021
Q3 | $823K | Buy |
2
+1
| +100% | +$412K | 0.15% | 164 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.05% | 318 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.06% | 305 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.05% | 308 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.05% | 287 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.05% | 307 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.06% | 288 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.06% | 310 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.05% | 328 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.07% | 282 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.07% | 278 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.09% | 243 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.08% | 259 |
|
|
2018
Q2 | $282K | Buy |
+1
| New | +$282K | 0.08% | 273 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | -$297K | – | 356 |
|
|
2017
Q4 | $297K | Hold |
1
| – | – | 0.09% | 253 |
|
|
2017
Q3 | $274K | Hold |
1
| – | – | 0.09% | 234 |
|
|
2017
Q2 | $254K | Hold |
1
| – | – | 0.09% | 242 |
|
|
2017
Q1 | $249K | Hold |
1
| – | – | 0.1% | 215 |
|
|
2016
Q4 | $244K | Buy |
+1
| New | +$244K | 0.11% | 197 |
|