Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $9.06M | Sell |
44,367
-1,240
| -3% | -$253K | 1.33% | 25 |
|
|
2018
Q3 | $9.77M | Buy |
45,607
+882
| +2% | +$189K | 1.23% | 24 |
|
|
2018
Q2 | $8.35M | Buy |
44,725
+954
| +2% | +$178K | 1.15% | 29 |
|
|
2018
Q1 | $8.73M | Buy |
43,771
+987
| +2% | +$197K | 1.24% | 23 |
|
|
2017
Q4 | $8.48M | Buy |
42,784
+690
| +2% | +$137K | 1.2% | 24 |
|
|
2017
Q3 | $7.72M | Buy |
42,094
+11,967
| +40% | +$2.19M | 1.25% | 26 |
|
|
2017
Q2 | $5.1M | Buy |
+30,127
| New | +$5.1M | 0.85% | 48 |
|