Monte Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,305
| Closed | -$239K | – | 61 |
|
|
2020
Q1 | $239K | Sell |
1,305
-47
| -3% | -$8.61K | 0.23% | 63 |
|
|
2019
Q4 | $306K | Sell |
1,352
-3
| -0.2% | -$679 | 0.23% | 63 |
|
|
2019
Q3 | $282K | Buy |
1,355
+38
| +3% | +$7.91K | 0.23% | 65 |
|
|
2019
Q2 | $281K | Buy |
1,317
+259
| +24% | +$55.3K | 0.24% | 63 |
|
|
2019
Q1 | $213K | Buy |
1,058
+9
| +0.9% | +$1.81K | 0.19% | 65 |
|
|
2018
Q4 | $214K | Hold |
1,049
| – | – | 0.23% | 65 |
|
|
2018
Q3 | $225K | Buy |
+1,049
| New | +$225K | 0.21% | 68 |
|
|
2018
Q2 | – | Sell |
-1,068
| Closed | -$213K | – | 71 |
|
|
2018
Q1 | $213K | Hold |
1,068
| – | – | 0.22% | 69 |
|
|
2017
Q4 | $212K | Buy |
+1,068
| New | +$212K | 0.22% | 69 |
|