NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $304K | Hold |
1,311
| – | – | 0.09% | 103 |
|
|
2020
Q3 | $279K | Sell |
1,311
-245
| -16% | -$52.1K | 0.09% | 102 |
|
|
2020
Q2 | $278K | Hold |
1,556
| – | – | 0.1% | 100 |
|
|
2020
Q1 | $284K | Buy |
1,556
+24
| +2% | +$4.38K | 0.13% | 80 |
|
|
2019
Q4 | $347K | Hold |
1,532
| – | – | 0.14% | 82 |
|
|
2019
Q3 | $319K | Buy |
1,532
+34
| +2% | +$7.08K | 0.14% | 79 |
|
|
2019
Q2 | $319K | Buy |
1,498
+50
| +3% | +$10.6K | 0.15% | 73 |
|
|
2019
Q1 | $291K | Hold |
1,448
| – | – | 0.15% | 72 |
|
|
2018
Q4 | $296K | Hold |
1,448
| – | – | 0.17% | 69 |
|
|
2018
Q3 | $310K | Hold |
1,448
| – | – | 0.17% | 63 |
|
|
2018
Q2 | $270K | Hold |
1,448
| – | – | 0.16% | 65 |
|
|
2018
Q1 | $289K | Hold |
1,448
| – | – | 0.18% | 60 |
|
|
2017
Q4 | $287K | Hold |
1,448
| – | – | 0.17% | 62 |
|
|
2017
Q3 | $265K | Hold |
1,448
| – | – | 0.17% | 62 |
|
|
2017
Q2 | $245K | Buy |
+1,448
| New | +$245K | 0.14% | 65 |
|
|
2016
Q1 | – | Sell |
-1,168
| Closed | -$154K | – | 49 |
|
|
2015
Q4 | $154K | Hold |
1,168
| – | – | 0.11% | 59 |
|
|
2015
Q3 | $152K | Hold |
1,168
| – | – | 0.12% | 51 |
|
|
2015
Q2 | $159K | Hold |
1,168
| – | – | 0.1% | 52 |
|
|
2015
Q1 | $169K | Buy |
1,168
+65
| +6% | +$9.41K | 0.11% | 52 |
|
|
2014
Q4 | $166K | Buy |
+1,103
| New | +$166K | 0.11% | 54 |
|