Montag & Caldwell’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6
| Closed | -$1.31M | – | 104 |
|
|
2015
Q1 | $1.31M | Hold |
6
| – | – | 0.02% | 43 |
|
|
2014
Q4 | $1.36M | Hold |
6
| – | – | 0.01% | 42 |
|
|
2014
Q3 | $1.24M | Hold |
6
| – | – | 0.01% | 38 |
|
|
2014
Q2 | $1.14M | Hold |
6
| – | – | 0.01% | 62 |
|
|
2014
Q1 | $1.12M | Hold |
6
| – | – | 0.01% | 66 |
|
|
2013
Q4 | $1.07M | Hold |
6
| – | – | 0.01% | 68 |
|
|
2013
Q3 | $1.02M | Hold |
6
| – | – | 0.01% | 70 |
|
|
2013
Q2 | $1.01M | Buy |
+6
| New | +$1.01M | 0.01% | 55 |
|