Sensible Financial Planning & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-463
| Closed | -$67K | – | 30 |
|
|
2016
Q3 | $67K | Sell |
463
-463
| -50% | -$67K | 0.05% | 36 |
|
|
2016
Q2 | $134K | Hold |
926
| – | – | 0.09% | 32 |
|
|
2016
Q1 | $131K | Hold |
926
| – | – | 0.1% | 32 |
|
|
2015
Q4 | $122K | Hold |
926
| – | – | 0.09% | 33 |
|
|
2015
Q3 | $121K | Hold |
926
| – | – | 0.09% | 35 |
|
|
2015
Q2 | $126K | Buy |
+926
| New | +$126K | 0.1% | 35 |
|
|
2015
Q1 | – | Sell |
-1,222
| Closed | -$183K | – | 34 |
|
|
2014
Q4 | $183K | Buy |
+1,222
| New | +$183K | 0.19% | 34 |
|