SAM
Solaris Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-500
| Closed | -$99K | – | 69 |
|
2017
Q4 | $99K | Hold |
500
| – | – | 0.06% | 130 |
|
2017
Q3 | $92K | Hold |
500
| – | – | 0.05% | 134 |
|
2017
Q2 | $85K | Hold |
500
| – | – | 0.05% | 140 |
|
2017
Q1 | $83K | Buy |
+500
| New | +$83K | 0.05% | 134 |
|
2016
Q4 | – | Sell |
-535
| Closed | -$77K | – | 288 |
|
2016
Q3 | $77K | Buy |
+535
| New | +$77K | 0.05% | 135 |
|
2014
Q2 | – | Sell |
-150
| Closed | -$19K | – | 205 |
|
2014
Q1 | $19K | Hold |
150
| – | – | 0.01% | 175 |
|
2013
Q4 | $18K | Hold |
150
| – | – | 0.01% | 207 |
|
2013
Q3 | $17K | Hold |
150
| – | – | 0.01% | 207 |
|
2013
Q2 | $17K | Buy |
+150
| New | +$17K | 0.01% | 212 |
|