New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $613K | Hold |
1,986
| – | – | 0.32% | 43 |
|
|
2022
Q3 | $530K | Sell |
1,986
-750
| -27% | -$200K | 0.32% | 42 |
|
|
2022
Q2 | $747K | Sell |
2,736
-134
| -5% | -$36.6K | 0.46% | 41 |
|
|
2022
Q1 | $1.01M | Sell |
2,870
-200
| -7% | -$70.6K | 0.54% | 37 |
|
|
2021
Q4 | $918K | Buy |
3,070
+1,834
| +148% | +$548K | 0.46% | 39 |
|
|
2021
Q3 | $337K | Hold |
1,236
| – | – | 0.18% | 52 |
|
|
2021
Q2 | $344K | Hold |
1,236
| – | – | 0.19% | 49 |
|
|
2021
Q1 | $316K | Hold |
1,236
| – | – | 0.18% | 49 |
|
|
2020
Q4 | $287K | Hold |
1,236
| – | – | 0.17% | 48 |
|
|
2020
Q3 | $263K | Hold |
1,236
| – | – | 0.18% | 43 |
|
|
2020
Q2 | $221K | Sell |
1,236
-3,040
| -71% | -$544K | 0.16% | 48 |
|
|
2020
Q1 | $782K | Hold |
4,276
| – | – | 0.7% | 33 |
|
|
2019
Q4 | $969K | Hold |
4,276
| – | – | 0.7% | 30 |
|
|
2019
Q3 | $889K | Sell |
4,276
-935
| -18% | -$194K | 0.64% | 31 |
|
|
2019
Q2 | $1.11M | Sell |
5,211
-1,912
| -27% | -$408K | 0.83% | 28 |
|
|
2019
Q1 | $1.43M | Hold |
7,123
| – | – | 1.08% | 25 |
|
|
2018
Q4 | $1.45M | Sell |
7,123
-12
| -0.2% | -$2.45K | 1.22% | 24 |
|
|
2018
Q3 | $1.53M | Buy |
7,135
+35
| +0.5% | +$7.5K | 1.38% | 22 |
|
|
2018
Q2 | $1.33M | Hold |
7,100
| – | – | 1.21% | 22 |
|
|
2018
Q1 | $1.42M | Hold |
7,100
| – | – | 1.34% | 22 |
|
|
2017
Q4 | $1.41M | Buy |
+7,100
| New | +$1.41M | 1.35% | 22 |
|