Rowland Carmichael Advisors’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 | $2.66M | Buy |
11,455
+51
| +0.4% | +$11.8K | 0.84% | 24 |
|
|
2020
Q3 | $2.43M | Buy |
11,404
+109
| +1% | +$23.2K | 0.95% | 16 |
|
|
2020
Q2 | $2.02M | Buy |
11,295
+2,749
| +32% | +$491K | 0.86% | 20 |
|
|
2020
Q1 | $1.56M | Sell |
8,546
-923
| -10% | -$169K | 0.8% | 24 |
|
|
2019
Q4 | $2.15M | Buy |
9,469
+1,314
| +16% | +$298K | 0.74% | 20 |
|
|
2019
Q3 | $1.7M | Sell |
8,155
-152
| -2% | -$31.6K | 0.58% | 27 |
|
|
2019
Q2 | $1.77M | Buy |
8,307
+300
| +4% | +$64K | 0.61% | 25 |
|
|
2019
Q1 | $1.61M | Buy |
8,007
+10
| +0.1% | +$2.01K | 0.59% | 29 |
|
|
2018
Q4 | $1.63M | Sell |
7,997
-65
| -0.8% | -$13.3K | 0.72% | 19 |
|
|
2018
Q3 | $1.73M | Hold |
8,062
| – | – | 0.67% | 18 |
|
|
2018
Q2 | $1.51M | Sell |
8,062
-350
| -4% | -$65.3K | 0.64% | 22 |
|
|
2018
Q1 | $1.68M | Hold |
8,412
| – | – | 0.92% | 11 |
|
|
2017
Q4 | $1.67M | Sell |
8,412
-5
| -0.1% | -$991 | 0.86% | 17 |
|
|
2017
Q3 | $1.54M | Hold |
8,417
| – | – | 0.85% | 18 |
|
|
2017
Q2 | $1.43M | Sell |
8,417
-1,525
| -15% | -$258K | 0.83% | 21 |
|
|
2017
Q1 | $1.66M | Buy |
9,942
+91
| +0.9% | +$15.2K | 1.01% | 14 |
|
|
2016
Q4 | $1.61M | Sell |
9,851
-334
| -3% | -$54.5K | 0.95% | 14 |
|
|
2016
Q3 | $1.47M | Sell |
10,185
-2,580
| -20% | -$373K | 0.94% | 19 |
|
|
2016
Q2 | $1.85M | Sell |
12,765
-2,254
| -15% | -$326K | 1.16% | 9 |
|
|
2016
Q1 | $2.13M | Buy |
+15,019
| New | +$2.13M | 1.97% | 8 |
|