Merriman Wealth Management’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
-7,791
Closed -$2.75M 175
2022
Q1
$2.75M Sell
7,791
-223
-3% -$78.7K 0.23% 43
2021
Q4
$2.4M Buy
8,014
+1,380
+21% +$413K 0.17% 65
2021
Q3
$1.81M Sell
6,634
-327
-5% -$89.3K 0.15% 75
2021
Q2
$1.93M Buy
6,961
+1,140
+20% +$317K 0.17% 84
2021
Q1
$1.49M Sell
5,821
-565
-9% -$144K 0.17% 78
2020
Q4
$1.48M Buy
6,386
+490
+8% +$114K 0.16% 91
2020
Q3
$1.26M Buy
5,896
+564
+11% +$120K 0.19% 70
2020
Q2
$952K Sell
5,332
-3,614
-40% -$645K 0.15% 87
2020
Q1
$1.64M Sell
8,946
-391
-4% -$71.5K 0.36% 43
2019
Q4
$2.12M Sell
9,337
-587
-6% -$133K 0.41% 56
2019
Q3
$2.06M Buy
+9,924
New +$2.06M 0.42% 55
2019
Q2
Sell
-16,109
Closed -$3.24M 194
2019
Q1
$3.24M Buy
16,109
+101
+0.6% +$20.3K 0.61% 47
2018
Q4
$3.12M Sell
16,008
-5,582
-26% -$1.09M 0.67% 24
2018
Q3
$4.62M Sell
21,590
-398
-2% -$85.2K 0.99% 26
2018
Q2
$4.1M Sell
21,988
-742
-3% -$138K 0.94% 26
2018
Q1
$4.54M Sell
22,730
-3,230
-12% -$645K 1.2% 18
2017
Q4
$5.15M Sell
25,960
-4,187
-14% -$830K 1.26% 19
2017
Q3
$5.53M Sell
30,147
-28
-0.1% -$5.13K 1.31% 18
2017
Q2
$5.11M Sell
30,175
-1,853
-6% -$314K 1.42% 24
2017
Q1
$5.34M Buy
32,028
+3,172
+11% +$529K 1.3% 27
2016
Q4
$4.7M Sell
28,856
-143
-0.5% -$23.3K 1.29% 23
2016
Q3
$4.19M Sell
28,999
-1,110
-4% -$160K 0.86% 41
2016
Q2
$4.36M Buy
+30,109
New +$4.36M 1.23% 26