Personal Wealth Partners’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
Q2 | – | Sell |
-13,940
| Closed | -$4.92M | – | 10 |
|
|
2022
Q1 | $4.92M | Sell |
13,940
-239
| -2% | -$84.4K | 2.15% | 13 |
|
|
2021
Q4 | $4.24M | Buy |
14,179
+355
| +3% | +$106K | 1.75% | 14 |
|
|
2021
Q3 | $3.77M | Buy |
13,824
+368
| +3% | +$100K | 1.59% | 16 |
|
|
2021
Q2 | $3.74M | Sell |
13,456
-624
| -4% | -$173K | 1.51% | 18 |
|
|
2021
Q1 | $3.6M | Buy |
14,080
+1,115
| +9% | +$285K | 1.62% | 17 |
|
|
2020
Q4 | $3.01M | Sell |
12,965
-633
| -5% | -$147K | 1.41% | 14 |
|
|
2020
Q3 | $2.9M | Sell |
13,598
-42
| -0.3% | -$8.95K | 1.52% | 14 |
|
|
2020
Q2 | $2.44M | Buy |
13,640
+1,177
| +9% | +$210K | 1.33% | 15 |
|
|
2020
Q1 | $2.28M | Buy |
12,463
+384
| +3% | +$70.2K | 1.37% | 14 |
|
|
2019
Q4 | $2.74M | Buy |
12,079
+138
| +1% | +$31.3K | 1.18% | 15 |
|
|
2019
Q3 | $2.48M | Buy |
11,941
+167
| +1% | +$34.7K | 1.15% | 14 |
|
|
2019
Q2 | $2.51M | Buy |
11,774
+1,394
| +13% | +$297K | 1.2% | 14 |
|
|
2019
Q1 | $2.09M | Sell |
10,380
-2,439
| -19% | -$490K | 1.11% | 14 |
|
|
2018
Q4 | $2.62M | Buy |
+12,819
| New | +$2.62M | 1.64% | 8 |
|