OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $692K | Sell |
3,057
-135
| -4% | -$30.6K | 0.48% | 27 |
|
|
2019
Q3 | $664K | Sell |
3,192
-262
| -8% | -$54.5K | 0.47% | 26 |
|
|
2019
Q2 | $736K | Hold |
3,454
| – | – | 0.51% | 27 |
|
|
2019
Q1 | $694K | Hold |
3,454
| – | – | 0.57% | 19 |
|
|
2018
Q4 | $705K | Hold |
3,454
| – | – | 0.64% | 18 |
|
|
2018
Q3 | $740K | Hold |
3,454
| – | – | 0.61% | 19 |
|
|
2018
Q2 | $645K | Hold |
3,454
| – | – | 0.56% | 20 |
|
|
2018
Q1 | $689K | Buy |
3,454
+250
| +8% | +$49.9K | 0.58% | 22 |
|
|
2017
Q4 | $635K | Buy |
+3,204
| New | +$635K | 0.53% | 25 |
|