Palisades Hudson Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-682
| Closed | -$204K | – | 112 |
|
|
2021
Q4 | $204K | Buy |
+682
| New | +$204K | 0.09% | 113 |
|
|
2020
Q1 | – | Sell |
-955
| Closed | -$216K | – | 89 |
|
|
2019
Q4 | $216K | Buy |
+955
| New | +$216K | 0.14% | 100 |
|
|
2017
Q3 | – | Sell |
-1,349
| Closed | -$228K | – | 107 |
|
|
2017
Q2 | $228K | Hold |
1,349
| – | – | 0.13% | 103 |
|
|
2017
Q1 | $225K | Sell |
1,349
-244
| -15% | -$40.7K | 0.14% | 89 |
|
|
2016
Q4 | $260K | Buy |
1,593
+205
| +15% | +$33.5K | 0.16% | 81 |
|
|
2016
Q3 | $201K | Hold |
1,388
| – | – | 0.15% | 90 |
|
|
2016
Q2 | $201K | Sell |
1,388
-221
| -14% | -$32K | 0.16% | 90 |
|
|
2016
Q1 | $228K | Buy |
+1,609
| New | +$228K | 0.18% | 84 |
|