Mitsubishi UFJ Morgan Stanley Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,212
| Closed | -$432K | – | 34 |
|
|
2023
Q4 | $432K | Buy |
+1,212
| New | +$432K | 2.49% | 16 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$9K | – | 43 |
|
|
2022
Q4 | $9K | Buy |
30
+10
| +50% | +$3K | 0.08% | 115 |
|
|
2022
Q3 | $5K | Hold |
20
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $5K | Hold |
20
| – | – | 0.01% | 142 |
|
|
2022
Q1 | $7K | Sell |
20
-617
| -97% | -$216K | 0.01% | 133 |
|
|
2021
Q4 | $190K | Buy |
+637
| New | +$190K | 0.09% | 27 |
|
|
2014
Q4 | $96K | Hold |
640
| – | – | 0.2% | 23 |
|
|
2014
Q3 | $88K | Buy |
640
+300
| +88% | +$41.3K | 0.25% | 25 |
|
|
2014
Q2 | $43K | Sell |
340
-140
| -29% | -$17.7K | 0.13% | 56 |
|
|
2014
Q1 | $60K | Sell |
480
-60
| -11% | -$7.5K | 0.16% | 42 |
|
|
2013
Q4 | $64K | Hold |
540
| – | – | 0.11% | 41 |
|
|
2013
Q3 | $61K | Buy |
540
+280
| +108% | +$31.6K | 0.1% | 46 |
|
|
2013
Q2 | $29K | Buy |
+260
| New | +$29K | 0.1% | 127 |
|