Navis Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1
| Closed | -$451K | – | 106 |
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.38% | 56 |
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.29% | 62 |
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.35% | 61 |
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.3% | 59 |
|
2020
Q4 | $348K | Buy |
+1
| New | +$348K | 0.31% | 59 |
|