Northstar Wealth Partners’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
Q3 | $833K | Sell |
3,913
-1,032
| -21% | -$220K | 0.39% | 72 |
|
|
2020
Q2 | $882K | Sell |
4,945
-413
| -8% | -$73.7K | 0.37% | 73 |
|
|
2020
Q1 | $979K | Buy |
5,358
+1,355
| +34% | +$248K | 0.5% | 62 |
|
|
2019
Q4 | $906K | Sell |
4,003
-28
| -0.7% | -$6.34K | 0.37% | 83 |
|
|
2019
Q3 | $839K | Buy |
4,031
+33
| +0.8% | +$6.87K | 0.37% | 81 |
|
|
2019
Q2 | $852K | Sell |
3,998
-168
| -4% | -$35.8K | 0.38% | 80 |
|
|
2019
Q1 | $837K | Buy |
4,166
+325
| +8% | +$65.3K | 0.38% | 74 |
|
|
2018
Q4 | $784K | Buy |
3,841
+258
| +7% | +$52.7K | 0.41% | 70 |
|
|
2018
Q3 | $767K | Buy |
3,583
+345
| +11% | +$73.9K | 0.37% | 80 |
|
|
2018
Q2 | $604K | Hold |
3,238
| – | – | 0.3% | 96 |
|
|
2018
Q1 | $645K | Sell |
3,238
-1,320
| -29% | -$263K | 0.33% | 92 |
|
|
2017
Q4 | $924K | Buy |
4,558
+634
| +16% | +$129K | 0.82% | 44 |
|
|
2017
Q3 | $735K | Hold |
3,924
| – | – | 0.72% | 50 |
|
|
2017
Q2 | $668K | Sell |
3,924
-40
| -1% | -$6.81K | 0.61% | 54 |
|
|
2017
Q1 | $657K | Buy |
+3,964
| New | +$657K | 0.61% | 51 |
|