Sarah T. Connolly’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 | – | Sell |
-1,815
| Closed | -$636K | – | 22 |
|
|
2023
Q3 | $636K | Sell |
1,815
-20
| -1% | -$7.01K | 0.42% | 61 |
|
|
2023
Q2 | $626K | Hold |
1,835
| – | – | 0.38% | 64 |
|
|
2023
Q1 | $567K | Sell |
1,835
-700
| -28% | -$216K | 0.36% | 66 |
|
|
2022
Q4 | $783K | Buy |
2,535
+700
| +38% | +$216K | 0.53% | 61 |
|
|
2022
Q3 | $490K | Sell |
1,835
-700
| -28% | -$187K | 0.36% | 72 |
|
|
2022
Q2 | $692K | Buy |
2,535
+690
| +37% | +$188K | 0.47% | 62 |
|
|
2022
Q1 | $651K | Hold |
1,845
| – | – | 0.38% | 65 |
|
|
2021
Q4 | $552K | Buy |
1,845
+50
| +3% | +$15K | 0.31% | 67 |
|
|
2021
Q3 | $490K | Hold |
1,795
| – | – | 0.4% | 69 |
|
|
2021
Q2 | $498K | Hold |
1,795
| – | – | 0.41% | 64 |
|
|
2021
Q1 | $458K | Hold |
1,795
| – | – | 0.41% | 69 |
|
|
2020
Q4 | $416K | Buy |
+1,795
| New | +$416K | 0.38% | 71 |
|