NEIRG Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10,364
| Closed | -$3.53M | – | 16 |
|
2023
Q2 | $3.53M | Sell |
10,364
-2,011
| -16% | -$686K | 0.65% | 42 |
|
2023
Q1 | $3.82M | Buy |
12,375
+105
| +0.9% | +$32.4K | 0.66% | 43 |
|
2022
Q4 | $3.79M | Sell |
12,270
-108
| -0.9% | -$33.4K | 0.71% | 41 |
|
2022
Q3 | $3.31M | Sell |
12,378
-539
| -4% | -$144K | 0.66% | 44 |
|
2022
Q2 | $3.53M | Sell |
12,917
-475
| -4% | -$130K | 0.77% | 35 |
|
2022
Q1 | $4.73M | Buy |
13,392
+12,643
| +1,688% | +$4.46M | 0.93% | 29 |
|
2021
Q4 | $224K | Buy |
+749
| New | +$224K | 0.04% | 112 |
|