NAM
Needelman Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,440
| Closed | -$1.39M | – | 7 |
|
|
2018
Q2 | $1.39M | Sell |
7,440
-20
| -0.3% | -$3.73K | 3.02% | 15 |
|
|
2018
Q1 | $1.49M | Sell |
7,460
-145
| -2% | -$28.9K | 3.21% | 12 |
|
|
2017
Q4 | $1.51M | Sell |
7,605
-40
| -0.5% | -$7.93K | 3.77% | 4 |
|
|
2017
Q3 | $1.4M | Sell |
7,645
-50
| -0.6% | -$9.16K | 3.44% | 8 |
|
|
2017
Q2 | $1.3M | Sell |
7,695
-125
| -2% | -$21.2K | 3.35% | 9 |
|
|
2017
Q1 | $1.3M | Hold |
7,820
| – | – | 3.49% | 7 |
|
|
2016
Q4 | $1.28M | Sell |
7,820
-75
| -0.9% | -$12.2K | 3.53% | 6 |
|
|
2016
Q3 | $1.14M | Sell |
7,895
-410
| -5% | -$59.3K | 3.43% | 9 |
|
|
2016
Q2 | $1.2M | Hold |
8,305
| – | – | 3.43% | 7 |
|
|
2016
Q1 | $1.18M | Buy |
8,305
+680
| +9% | +$96.5K | 3.45% | 7 |
|
|
2015
Q4 | $1.01M | Sell |
7,625
-55
| -0.7% | -$7.26K | 3.06% | 12 |
|
|
2015
Q3 | $1M | Hold |
7,680
| – | – | 3.29% | 12 |
|
|
2015
Q2 | $1.05M | Sell |
7,680
-125
| -2% | -$17K | 3.31% | 12 |
|
|
2015
Q1 | $1.13M | Hold |
7,805
| – | – | 3.42% | 9 |
|
|
2014
Q4 | $1.17M | Hold |
7,805
| – | – | 3.59% | 9 |
|
|
2014
Q3 | $1.08M | Hold |
7,805
| – | – | 3.46% | 10 |
|
|
2014
Q2 | $988K | Hold |
7,805
| – | – | 3.12% | 12 |
|
|
2014
Q1 | $975K | Sell |
7,805
-120
| -2% | -$15K | 3.17% | 12 |
|
|
2013
Q4 | $940K | Sell |
7,925
-200
| -2% | -$23.7K | 3.1% | 16 |
|
|
2013
Q3 | $922K | Hold |
8,125
| – | – | 3.3% | 8 |
|
|
2013
Q2 | $909K | Buy |
+8,125
| New | +$909K | 3.32% | 6 |
|