Lucia Wealth Services’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
Q3 | $1.6M | Hold |
5
| – | – | 0.38% | 51 |
|
|
2020
Q2 | $1.34M | Hold |
5
| – | – | 0.35% | 49 |
|
|
2020
Q1 | $1.36M | Hold |
5
| – | – | 0.45% | 41 |
|
|
2019
Q4 | $1.7M | Hold |
5
| – | – | 0.52% | 38 |
|
|
2019
Q3 | $1.56M | Hold |
5
| – | – | 0.52% | 39 |
|
|
2019
Q2 | $1.59M | Hold |
5
| – | – | 0.55% | 36 |
|
|
2019
Q1 | $1.51M | Hold |
5
| – | – | 0.52% | 44 |
|
|
2018
Q4 | $1.53M | Hold |
5
| – | – | 0.72% | 32 |
|
|
2018
Q3 | $1.6M | Hold |
5
| – | – | 0.5% | 49 |
|
|
2018
Q2 | $1.41M | Hold |
5
| – | – | 0.62% | 45 |
|
|
2018
Q1 | $1.5M | Buy |
+5
| New | +$1.5M | 0.49% | 70 |
|