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 |
|