O'Neil Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,285
| Closed | -$706K | – | 67 |
|
|
2022
Q4 | $706K | Sell |
2,285
-65
| -3% | -$20.1K | 3.26% | 5 |
|
|
2022
Q3 | $627K | Sell |
2,350
-216
| -8% | -$57.6K | 2.48% | 11 |
|
|
2022
Q2 | $701K | Buy |
2,566
+281
| +12% | +$76.8K | 2.98% | 12 |
|
|
2022
Q1 | $806K | Buy |
2,285
+700
| +44% | +$247K | 0.42% | 37 |
|
|
2021
Q4 | $474K | Buy |
+1,585
| New | +$474K | 0.78% | 33 |
|