Partnervest Advisory Services’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 | $1.21M | Buy |
5,661
+415
| +8% | +$88.3K | 0.38% | 52 |
|
|
2020
Q2 | $936K | Sell |
5,246
-126
| -2% | -$22.5K | 0.35% | 57 |
|
|
2020
Q1 | $982K | Sell |
5,372
-537
| -9% | -$98.2K | 0.44% | 40 |
|
|
2019
Q4 | $1.34M | Sell |
5,909
-560
| -9% | -$127K | 0.49% | 39 |
|
|
2019
Q3 | $1.35M | Buy |
6,469
+1,050
| +19% | +$218K | 0.48% | 43 |
|
|
2019
Q2 | $1.16M | Sell |
5,419
-226
| -4% | -$48.2K | 0.46% | 45 |
|
|
2019
Q1 | $1.13M | Buy |
5,645
+623
| +12% | +$125K | 0.47% | 39 |
|
|
2018
Q4 | $1.03M | Buy |
5,022
+404
| +9% | +$82.5K | 0.49% | 44 |
|
|
2018
Q3 | $989K | Sell |
4,618
-1,168
| -20% | -$250K | 0.39% | 52 |
|
|
2018
Q2 | $1.08M | Sell |
5,786
-69
| -1% | -$12.9K | 0.5% | 41 |
|
|
2018
Q1 | $1.17M | Buy |
5,855
+459
| +9% | +$91.6K | 0.56% | 37 |
|
|
2017
Q4 | $1.07M | Buy |
5,396
+2,285
| +73% | +$453K | 0.52% | 39 |
|
|
2017
Q3 | $570K | Buy |
3,111
+771
| +33% | +$141K | 0.28% | 78 |
|
|
2017
Q2 | $396K | Sell |
2,340
-800
| -25% | -$135K | 0.18% | 122 |
|
|
2017
Q1 | $523K | Sell |
3,140
-393
| -11% | -$65.5K | 0.24% | 82 |
|
|
2016
Q4 | $576K | Buy |
3,533
+191
| +6% | +$31.1K | 0.27% | 79 |
|
|
2016
Q3 | $483K | Sell |
3,342
-342
| -9% | -$49.4K | 0.23% | 90 |
|
|
2016
Q2 | $533K | Buy |
3,684
+9
| +0.2% | +$1.3K | 0.26% | 81 |
|
|
2016
Q1 | $521K | Buy |
3,675
+694
| +23% | +$98.4K | 0.27% | 79 |
|
|
2015
Q4 | $394K | Buy |
2,981
+230
| +8% | +$30.4K | 0.22% | 93 |
|
|
2015
Q3 | $359K | Buy |
2,751
+58
| +2% | +$7.57K | 0.2% | 99 |
|
|
2015
Q2 | $367K | Buy |
2,693
+55
| +2% | +$7.5K | 0.18% | 104 |
|
|
2015
Q1 | $381K | Sell |
2,638
-2,536
| -49% | -$366K | 0.2% | 89 |
|
|
2014
Q4 | $777K | Sell |
5,174
-368
| -7% | -$55.3K | 0.38% | 48 |
|
|
2014
Q3 | $766K | Buy |
5,542
+290
| +6% | +$40.1K | 0.4% | 47 |
|
|
2014
Q2 | $665K | Buy |
5,252
+195
| +4% | +$24.7K | 0.3% | 51 |
|
|
2014
Q1 | $632K | Buy |
5,057
+545
| +12% | +$68.1K | 0.28% | 51 |
|
|
2013
Q4 | $535K | Sell |
4,512
-145
| -3% | -$17.2K | 0.25% | 64 |
|
|
2013
Q3 | $529K | Buy |
4,657
+265
| +6% | +$30.1K | 0.27% | 51 |
|
|
2013
Q2 | $492K | Buy |
+4,392
| New | +$492K | 0.22% | 46 |
|