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