Shine Investment Advisory Services’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
Q3 | $748K | Buy |
3,514
+45
| +1% | +$9.58K | 0.25% | 53 |
|
|
2020
Q2 | $619K | Buy |
+3,469
| New | +$619K | 0.23% | 55 |
|
|
2020
Q1 | – | Sell |
-3,790
| Closed | -$858K | – | 715 |
|
|
2019
Q4 | $858K | Sell |
3,790
-256
| -6% | -$58K | 0.34% | 48 |
|
|
2019
Q3 | $842K | Buy |
4,046
+64
| +2% | +$13.3K | 0.4% | 44 |
|
|
2019
Q2 | $849K | Sell |
3,982
-75
| -2% | -$16K | 0.39% | 45 |
|
|
2019
Q1 | $815K | Sell |
4,057
-30
| -0.7% | -$6.03K | 0.38% | 46 |
|
|
2018
Q4 | $834K | Sell |
4,087
-98
| -2% | -$20K | 0.41% | 45 |
|
|
2018
Q3 | $896K | Sell |
4,185
-47
| -1% | -$10.1K | 0.47% | 40 |
|
|
2018
Q2 | $790K | Hold |
4,232
| – | – | 0.4% | 42 |
|
|
2018
Q1 | $844K | Buy |
4,232
+128
| +3% | +$25.5K | 0.45% | 35 |
|
|
2017
Q4 | $813K | Sell |
4,104
-238
| -5% | -$47.1K | 0.4% | 37 |
|
|
2017
Q3 | $796K | Buy |
4,342
+645
| +17% | +$118K | 0.41% | 37 |
|
|
2017
Q2 | $626K | Buy |
3,697
+220
| +6% | +$37.3K | 0.32% | 43 |
|
|
2017
Q1 | $580K | Buy |
+3,477
| New | +$580K | 0.38% | 39 |
|