MWP
MYCIO Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,106
| Closed | -$342K | – | 48 |
|
|
2022
Q4 | $342K | Hold |
1,106
| – | – | 0.11% | 36 |
|
|
2022
Q3 | $295K | Hold |
1,106
| – | – | 0.12% | 31 |
|
|
2022
Q2 | $302K | Buy |
1,106
+156
| +16% | +$42.6K | 0.11% | 31 |
|
|
2022
Q1 | $335K | Hold |
950
| – | – | 0.11% | 35 |
|
|
2021
Q4 | $284K | Hold |
950
| – | – | 0.09% | 35 |
|
|
2021
Q3 | $259K | Hold |
950
| – | – | 0.1% | 35 |
|
|
2021
Q2 | $264K | Hold |
950
| – | – | 0.11% | 31 |
|
|
2021
Q1 | $243K | Buy |
+950
| New | +$243K | 0.11% | 32 |
|
|
2020
Q1 | – | Sell |
-26,206
| Closed | -$5.94M | – | 73 |
|
|
2019
Q4 | $5.94M | Buy |
26,206
+4,988
| +24% | +$1.13M | 0.39% | 39 |
|
|
2019
Q3 | $4.41M | Buy |
21,218
+5,944
| +39% | +$1.24M | 0.33% | 43 |
|
|
2019
Q2 | $3.26M | Sell |
15,274
-3
| -0% | -$640 | 0.26% | 45 |
|
|
2019
Q1 | $3.07M | Sell |
15,277
-2,019
| -12% | -$406K | 0.25% | 45 |
|
|
2018
Q4 | $3.53M | Buy |
17,296
+3,269
| +23% | +$667K | 0.33% | 43 |
|
|
2018
Q3 | $3M | Buy |
14,027
+847
| +6% | +$181K | 0.29% | 36 |
|
|
2018
Q2 | $2.46M | Buy |
13,180
+599
| +5% | +$112K | 0.25% | 41 |
|
|
2018
Q1 | $2.51M | Buy |
12,581
+526
| +4% | +$105K | 0.28% | 37 |
|
|
2017
Q4 | $2.39M | Sell |
12,055
-708
| -6% | -$140K | 0.26% | 39 |
|
|
2017
Q3 | $2.34M | Sell |
12,763
-325
| -2% | -$59.6K | 0.27% | 39 |
|
|
2017
Q2 | $2.22M | Buy |
13,088
+200
| +2% | +$33.9K | 0.26% | 39 |
|
|
2017
Q1 | $2.15M | Buy |
12,888
+435
| +3% | +$72.5K | 0.26% | 39 |
|
|
2016
Q4 | $2.03M | Buy |
12,453
+3,618
| +41% | +$590K | 0.27% | 39 |
|
|
2016
Q3 | $1.28M | Buy |
8,835
+950
| +12% | +$137K | 0.21% | 47 |
|
|
2016
Q2 | $1.14M | Buy |
7,885
+30
| +0.4% | +$4.35K | 0.2% | 48 |
|
|
2016
Q1 | $1.11M | Buy |
7,855
+350
| +5% | +$49.6K | 0.2% | 50 |
|
|
2015
Q4 | $991K | Buy |
7,505
+10
| +0.1% | +$1.32K | 0.18% | 57 |
|
|
2015
Q3 | $977K | Buy |
7,495
+70
| +0.9% | +$9.13K | 0.2% | 47 |
|
|
2015
Q2 | $1.01M | Buy |
7,425
+1,194
| +19% | +$163K | 0.2% | 51 |
|
|
2015
Q1 | $899K | Sell |
6,231
-784
| -11% | -$113K | 0.18% | 56 |
|
|
2014
Q4 | $1.05M | Buy |
7,015
+745
| +12% | +$112K | 0.22% | 46 |
|
|
2014
Q3 | $866K | Buy |
6,270
+1,010
| +19% | +$139K | 0.2% | 51 |
|
|
2014
Q2 | $666K | Buy |
5,260
+20
| +0.4% | +$2.53K | 0.15% | 63 |
|
|
2014
Q1 | $655K | Buy |
5,240
+700
| +15% | +$87.5K | 0.16% | 65 |
|
|
2013
Q4 | $538K | Buy |
4,540
+154
| +4% | +$18.2K | 0.13% | 75 |
|
|
2013
Q3 | $498K | Hold |
4,386
| – | – | 0.14% | 71 |
|
|
2013
Q2 | $491K | Buy |
+4,386
| New | +$491K | 0.14% | 69 |
|