PRW Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1
| Closed | -$348K | – | 95 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.2% | 59 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.23% | 57 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.21% | 59 |
|
|
2020
Q1 | $272K | Buy |
+1
| New | +$272K | 0.33% | 44 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$306K | – | 691 |
|
|
2018
Q4 | $306K | Buy |
+1
| New | +$306K | 0.38% | 40 |
|