Marshall & Sullivan’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 | – | Sell |
-920
| Closed | -$150K | – | 44 |
|
|
2016
Q4 | $150K | Sell |
920
-65
| -7% | -$10.6K | 0.18% | 40 |
|
|
2016
Q3 | $142K | Hold |
985
| – | – | 0.18% | 39 |
|
|
2016
Q2 | $142K | Sell |
985
-25
| -2% | -$3.6K | 0.18% | 38 |
|
|
2016
Q1 | $143K | Sell |
1,010
-85
| -8% | -$12K | 0.18% | 39 |
|
|
2015
Q4 | $144K | Hold |
1,095
| – | – | 0.19% | 39 |
|
|
2015
Q3 | $147K | Hold |
1,095
| – | – | 0.19% | 39 |
|
|
2015
Q2 | $149K | Hold |
1,095
| – | – | 0.2% | 38 |
|
|
2015
Q1 | $158K | Sell |
1,095
-65
| -6% | -$9.38K | 0.2% | 39 |
|
|
2014
Q4 | $174K | Buy |
+1,160
| New | +$174K | 0.22% | 40 |
|
|
2014
Q3 | – | Sell |
-1,160
| Closed | -$146K | – | 51 |
|
|
2014
Q2 | $146K | Buy |
+1,160
| New | +$146K | 0.24% | 39 |
|