Simplicity Solutions’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.01% | 636 |
|
|
2023
Q3 | $531K | Sell |
1
-1
| -50% | -$531K | 0.02% | 585 |
|
|
2023
Q2 | $1.04M | Sell |
2
-1
| -33% | -$518K | 0.03% | 458 |
|
|
2023
Q1 | $1.4M | Buy |
+3
| New | +$1.4M | 0.04% | 399 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | -$320K | – | 938 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.01% | 710 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.01% | 759 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.01% | 623 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.01% | 634 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.01% | 535 |
|
|
2019
Q2 | $318K | Sell |
1
-5
| -83% | -$1.59M | 0.01% | 470 |
|
|
2019
Q1 | $1.81M | Buy |
6
+1
| +20% | +$301K | 0.11% | 167 |
|
|
2018
Q4 | $1.53M | Buy |
5
+4
| +400% | +$1.22M | 0.2% | 124 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.02% | 352 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.02% | 379 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.03% | 284 |
|
|
2017
Q4 | $298K | Buy |
+1
| New | +$298K | 0.03% | 296 |
|