Private Wealth Advisors (Pennsylvania)’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
Q4 | $499K | Sell |
2,150
-1,838
| -46% | -$427K | 0.28% | 65 |
|
2020
Q3 | $849K | Sell |
3,988
-70
| -2% | -$14.9K | 0.54% | 40 |
|
2020
Q2 | $724K | Sell |
4,058
-55
| -1% | -$9.81K | 0.49% | 43 |
|
2020
Q1 | $751K | Buy |
4,113
+430
| +12% | +$78.5K | 0.57% | 43 |
|
2019
Q4 | $825K | Buy |
3,683
+8
| +0.2% | +$1.79K | 0.44% | 61 |
|
2019
Q3 | $764K | Hold |
3,675
| – | – | 0.39% | 68 |
|
2019
Q2 | $783K | Buy |
3,675
+50
| +1% | +$10.7K | 0.28% | 84 |
|
2019
Q1 | $728K | Buy |
3,625
+50
| +1% | +$10K | 0.27% | 84 |
|
2018
Q4 | $730K | Sell |
3,575
-1,500
| -30% | -$306K | 0.32% | 78 |
|
2018
Q3 | $1.09M | Hold |
5,075
| – | – | 0.4% | 63 |
|
2018
Q2 | $947K | Hold |
5,075
| – | – | 0.38% | 70 |
|
2018
Q1 | $1.01M | Hold |
5,075
| – | – | 0.41% | 67 |
|
2017
Q4 | $1.01M | Buy |
5,075
+100
| +2% | +$19.8K | 0.39% | 68 |
|
2017
Q3 | $912K | Buy |
4,975
+251
| +5% | +$46K | 0.37% | 69 |
|
2017
Q2 | $800K | Hold |
4,724
| – | – | 0.34% | 76 |
|
2017
Q1 | $787K | Buy |
4,724
+3,100
| +191% | +$516K | 0.35% | 74 |
|
2016
Q4 | $265K | Buy |
+1,624
| New | +$265K | 0.12% | 108 |
|
2016
Q3 | – | Sell |
-1,624
| Closed | -$235K | – | 112 |
|
2016
Q2 | $235K | Hold |
1,624
| – | – | 0.12% | 112 |
|
2016
Q1 | $230K | Hold |
1,624
| – | – | 0.12% | 109 |
|
2015
Q4 | $214K | Sell |
1,624
-100
| -6% | -$13.2K | 0.12% | 108 |
|
2015
Q3 | $225K | Hold |
1,724
| – | – | 0.11% | 127 |
|
2015
Q2 | $235K | Hold |
1,724
| – | – | 0.11% | 128 |
|
2015
Q1 | $249K | Hold |
1,724
| – | – | 0.12% | 123 |
|
2014
Q4 | $259K | Hold |
1,724
| – | – | 0.13% | 110 |
|
2014
Q3 | $238K | Hold |
1,724
| – | – | 0.13% | 114 |
|
2014
Q2 | $218K | Hold |
1,724
| – | – | 0.11% | 119 |
|
2014
Q1 | $215K | Hold |
1,724
| – | – | 0.12% | 117 |
|
2013
Q4 | $204K | Buy |
+1,724
| New | +$204K | 0.11% | 118 |
|