Regal Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $248K | Hold |
681
| – | – | 0.15% | 39 |
|
|
2023
Q3 | $239K | Buy |
681
+84
| +14% | +$29.4K | 0.16% | 39 |
|
|
2023
Q2 | $204K | Buy |
+597
| New | +$204K | 0.13% | 45 |
|
|
2022
Q2 | – | Sell |
-595
| Closed | -$209K | – | 49 |
|
|
2022
Q1 | $209K | Buy |
+595
| New | +$209K | 0.13% | 49 |
|
|
2021
Q2 | – | Sell |
-595
| Closed | -$152K | – | 78 |
|
|
2021
Q1 | $152K | Buy |
595
+12
| +2% | +$3.07K | 0.09% | 48 |
|
|
2020
Q4 | $135K | Buy |
583
+16
| +3% | +$3.71K | 0.08% | 52 |
|
|
2020
Q3 | $121K | Hold |
567
| – | – | 0.09% | 54 |
|
|
2020
Q2 | $101K | Sell |
567
-200
| -26% | -$35.6K | 0.08% | 57 |
|
|
2020
Q1 | $140K | Sell |
767
-57
| -7% | -$10.4K | 0.14% | 42 |
|
|
2019
Q4 | $187K | Buy |
824
+23
| +3% | +$5.22K | 0.12% | 44 |
|
|
2019
Q3 | $167K | Hold |
801
| – | – | 0.11% | 43 |
|
|
2019
Q2 | $171K | Buy |
801
+20
| +3% | +$4.27K | 0.12% | 44 |
|
|
2019
Q1 | $157K | Hold |
781
| – | – | 0.11% | 45 |
|
|
2018
Q4 | $159K | Sell |
781
-60
| -7% | -$12.2K | 0.15% | 43 |
|
|
2018
Q3 | $180K | Hold |
841
| – | – | 0.12% | 45 |
|
|
2018
Q2 | $157K | Sell |
841
-586
| -41% | -$109K | 0.17% | 45 |
|
|
2018
Q1 | $285K | Hold |
1,427
| – | – | 0.22% | 31 |
|
|
2017
Q4 | $283K | Buy |
1,427
+37
| +3% | +$7.34K | 0.2% | 33 |
|
|
2017
Q3 | $255K | Hold |
1,390
| – | – | 0.19% | 35 |
|
|
2017
Q2 | $235K | Hold |
1,390
| – | – | 0.18% | 36 |
|
|
2017
Q1 | $232K | Buy |
1,390
+117
| +9% | +$19.5K | 0.18% | 39 |
|
|
2016
Q4 | $207K | Buy |
1,273
+451
| +55% | +$73.3K | 0.17% | 39 |
|
|
2016
Q3 | $119K | Hold |
822
| – | – | 0.11% | 41 |
|
|
2016
Q2 | $119K | Buy |
822
+82
| +11% | +$11.9K | 0.11% | 43 |
|
|
2016
Q1 | $105K | Hold |
740
| – | – | 0.1% | 45 |
|
|
2015
Q4 | $98K | Buy |
+740
| New | +$98K | 0.1% | 46 |
|