Stanford Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,899
| Closed | -$798K | – | 43 |
|
|
2016
Q4 | $798K | Hold |
4,899
| – | – | 0.39% | 22 |
|
|
2016
Q3 | $708K | Buy |
4,899
+689
| +16% | +$99.6K | 0.33% | 24 |
|
|
2016
Q2 | $610K | Buy |
4,210
+70
| +2% | +$10.1K | 0.31% | 22 |
|
|
2016
Q1 | $587K | Buy |
4,140
+328
| +9% | +$46.5K | 0.33% | 21 |
|
|
2015
Q4 | $503K | Buy |
3,812
+400
| +12% | +$52.8K | 0.27% | 27 |
|
|
2015
Q3 | $445K | Sell |
3,412
-215
| -6% | -$28K | 0.33% | 28 |
|
|
2015
Q2 | $494K | Buy |
3,627
+100
| +3% | +$13.6K | 0.37% | 25 |
|
|
2015
Q1 | $509K | Sell |
3,527
-25
| -0.7% | -$3.61K | 0.41% | 25 |
|
|
2014
Q4 | $533K | Buy |
+3,552
| New | +$533K | 0.45% | 25 |
|