MWM
Mascoma Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14
| Closed | -$4.19M | – | 396 |
|
|
2018
Q1 | $4.19M | Hold |
14
| – | – | 2.76% | 10 |
|
|
2017
Q4 | $4.4M | Hold |
14
| – | – | 2.71% | 10 |
|
|
2017
Q3 | $3.85M | Hold |
14
| – | – | 2.57% | 12 |
|
|
2017
Q2 | $3.57M | Hold |
14
| – | – | 2.41% | 12 |
|
|
2017
Q1 | $3.5M | Hold |
14
| – | – | 2.5% | 12 |
|
|
2016
Q4 | $3.42M | Buy |
+14
| New | +$3.42M | 2.51% | 10 |
|