Squar Milner Financial 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 | – | Sell |
-8,915
| Closed | -$1.59M | – | 32 |
|
|
2020
Q2 | $1.59M | Sell |
8,915
-84
| -0.9% | -$15K | 0.9% | 16 |
|
|
2020
Q1 | $1.65M | Sell |
8,999
-3,634
| -29% | -$664K | 0.99% | 13 |
|
|
2019
Q4 | $2.86M | Buy |
12,633
+3,437
| +37% | +$778K | 1.43% | 9 |
|
|
2019
Q3 | $1.96M | Sell |
9,196
-2,637
| -22% | -$561K | 1% | 18 |
|
|
2019
Q2 | $2.52M | Sell |
11,833
-230
| -2% | -$49K | 1.7% | 8 |
|
|
2019
Q1 | $2.42M | Buy |
12,063
+828
| +7% | +$166K | 1.79% | 8 |
|
|
2018
Q4 | $2.29M | Hold |
11,235
| – | – | 2.2% | 6 |
|
|
2018
Q3 | $2.41M | Buy |
11,235
+500
| +5% | +$107K | 2.17% | 5 |
|
|
2018
Q2 | $2M | Buy |
10,735
+60
| +0.6% | +$11.2K | 1.77% | 5 |
|
|
2018
Q1 | $2.13M | Sell |
10,675
-58
| -0.5% | -$11.6K | 2.69% | 4 |
|
|
2017
Q4 | $2.31M | Buy |
+10,733
| New | +$2.31M | 2.8% | 4 |
|