LBA Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $447K | Hold |
2,684
| – | – | 0.24% | 73 |
|
|
2016
Q4 | $437K | Hold |
2,684
| – | – | 0.24% | 72 |
|
|
2016
Q3 | $388K | Buy |
2,684
+134
| +5% | +$19.4K | 0.22% | 76 |
|
|
2016
Q2 | $369K | Buy |
2,550
+50
| +2% | +$7.24K | 0.21% | 77 |
|
|
2016
Q1 | $355K | Sell |
2,500
-2,000
| -44% | -$284K | 0.21% | 79 |
|
|
2015
Q4 | $594K | Hold |
4,500
| – | – | 0.34% | 50 |
|
|
2015
Q3 | $587K | Buy |
4,500
+3,900
| +650% | +$509K | 0.37% | 45 |
|
|
2015
Q2 | $82K | Buy |
600
+50
| +9% | +$6.83K | 0.05% | 144 |
|
|
2015
Q1 | $79K | Buy |
550
+250
| +83% | +$35.9K | 0.05% | 145 |
|
|
2014
Q4 | $45K | Hold |
300
| – | – | 0.03% | 174 |
|
|
2014
Q3 | $41K | Buy |
+300
| New | +$41K | 0.03% | 180 |
|