Meridian Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,063
| Closed | -$1.08M | – | 83 |
|
2022
Q1 | $1.08M | Sell |
3,063
-433
| -12% | -$153K | 0.23% | 33 |
|
2021
Q4 | $1.05M | Buy |
3,496
+38
| +1% | +$11.4K | 0.21% | 33 |
|
2021
Q3 | $945K | Buy |
3,458
+30
| +0.9% | +$8.2K | 0.2% | 34 |
|
2021
Q2 | $953K | Buy |
3,428
+24
| +0.7% | +$6.67K | 0.22% | 33 |
|
2021
Q1 | $869K | Buy |
3,404
+53
| +2% | +$13.5K | 0.26% | 33 |
|
2020
Q4 | $778K | Sell |
3,351
-22
| -0.7% | -$5.11K | 0.32% | 27 |
|
2020
Q3 | $718K | Buy |
3,373
+42
| +1% | +$8.94K | 0.36% | 25 |
|
2020
Q2 | $595K | Sell |
3,331
-12
| -0.4% | -$2.14K | 0.32% | 26 |
|
2020
Q1 | $611K | Buy |
3,343
+48
| +1% | +$8.77K | 0.36% | 26 |
|
2019
Q4 | $747K | Buy |
+3,295
| New | +$747K | 0.47% | 23 |
|