Newman & Schimel’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 | $13.2M | Buy |
42,736
+110
| +0.3% | +$34K | 5.96% | 6 |
|
|
2022
Q3 | $11.4M | Buy |
42,626
+2,971
| +7% | +$793K | 5.62% | 6 |
|
|
2022
Q2 | $10.8M | Hold |
39,655
| – | – | 5.21% | 7 |
|
|
2022
Q1 | $14M | Sell |
39,655
-1,696
| -4% | -$599K | 9.11% | 5 |
|
|
2021
Q4 | $12.1M | Buy |
41,351
+35
| +0.1% | +$10.2K | 6.86% | 6 |
|
|
2021
Q3 | $11.3M | Sell |
41,316
-4
| -0% | -$1.09K | 7.05% | 6 |
|
|
2021
Q2 | $11.5M | Sell |
41,320
-853
| -2% | -$237K | 7.22% | 5 |
|
|
2021
Q1 | $10.8M | Buy |
42,173
+15,003
| +55% | +$3.83M | 7.21% | 5 |
|
|
2020
Q4 | $6.3M | Buy |
+27,170
| New | +$6.3M | 5.24% | 5 |
|