Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.56M | Hold |
8
| – | – | 0.14% | 98 |
|
|
2018
Q2 | $2.26M | Hold |
8
| – | – | 0.13% | 98 |
|
|
2018
Q1 | $2.39M | Hold |
8
| – | – | 0.15% | 88 |
|
|
2017
Q4 | $2.38M | Sell |
8
-1
| -11% | -$298K | 0.14% | 85 |
|
|
2017
Q3 | $2.47M | Hold |
9
| – | – | 0.16% | 85 |
|
|
2017
Q2 | $2.29M | Hold |
9
| – | – | 0.16% | 88 |
|
|
2017
Q1 | $2.25M | Hold |
9
| – | – | 0.16% | 91 |
|
|
2016
Q4 | $2.2M | Sell |
9
-2
| -18% | -$488K | 0.17% | 90 |
|
|
2016
Q3 | $2.38M | Hold |
11
| – | – | 0.2% | 88 |
|
|
2016
Q2 | $2.39M | Hold |
11
| – | – | 0.21% | 87 |
|
|
2016
Q1 | $2.35M | Hold |
11
| – | – | 0.23% | 82 |
|
|
2015
Q4 | $2.18M | Buy |
+11
| New | +$2.18M | 0.21% | 79 |
|