Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.5M | Buy |
11,682
+497
| +4% | +$106K | 0.14% | 101 |
|
|
2018
Q2 | $2.09M | Buy |
11,185
+158
| +1% | +$29.5K | 0.12% | 102 |
|
|
2018
Q1 | $2.2M | Sell |
11,027
-315
| -3% | -$62.8K | 0.14% | 92 |
|
|
2017
Q4 | $2.25M | Sell |
11,342
-178
| -2% | -$35.3K | 0.14% | 87 |
|
|
2017
Q3 | $2.11M | Buy |
11,520
+586
| +5% | +$107K | 0.14% | 92 |
|
|
2017
Q2 | $1.85M | Buy |
10,934
+1,940
| +22% | +$329K | 0.13% | 97 |
|
|
2017
Q1 | $1.5M | Sell |
8,994
-4,582
| -34% | -$764K | 0.11% | 103 |
|
|
2016
Q4 | $2.21M | Sell |
13,576
-731
| -5% | -$119K | 0.17% | 89 |
|
|
2016
Q3 | $2.07M | Sell |
14,307
-134
| -0.9% | -$19.4K | 0.18% | 93 |
|
|
2016
Q2 | $2.09M | Buy |
14,441
+6,126
| +74% | +$887K | 0.19% | 91 |
|
|
2016
Q1 | $1.18M | Sell |
8,315
-100
| -1% | -$14.2K | 0.12% | 102 |
|
|
2015
Q4 | $1.11M | Buy |
+8,415
| New | +$1.11M | 0.11% | 102 |
|
|
2015
Q1 | $2.76M | Sell |
19,097
-2,072
| -10% | -$299K | 0.39% | 49 |
|
|
2014
Q4 | $3.18M | Buy |
21,169
+74
| +0.4% | +$11.1K | 0.46% | 45 |
|
|
2014
Q3 | $2.91M | Buy |
21,095
+7,111
| +51% | +$982K | 0.47% | 45 |
|
|
2014
Q2 | $1.77M | Buy |
13,984
+6,513
| +87% | +$824K | 0.28% | 52 |
|
|
2014
Q1 | $934K | Sell |
7,471
-100
| -1% | -$12.5K | 0.15% | 67 |
|
|
2013
Q4 | $898K | Sell |
7,571
-373
| -5% | -$44.2K | 0.15% | 70 |
|
|
2013
Q3 | $902K | Buy |
7,944
+530
| +7% | +$60.2K | 0.17% | 65 |
|
|
2013
Q2 | $830K | Buy |
+7,414
| New | +$830K | 0.16% | 66 |
|