Staton Financial Advisors’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
Q2 | $5.29M | Sell |
31,202
-480
| -2% | -$81.3K | 4.49% | 1 |
|
2017
Q1 | $5.28M | Sell |
31,682
-1,455
| -4% | -$243K | 4.54% | 1 |
|
2016
Q4 | $5.4M | Sell |
33,137
-1,537
| -4% | -$251K | 4.87% | 1 |
|
2016
Q3 | $5.01M | Sell |
34,674
-2,606
| -7% | -$376K | 4.59% | 1 |
|
2016
Q2 | $5.4M | Buy |
37,280
+517
| +1% | +$74.9K | 4.94% | 1 |
|
2016
Q1 | $5.22M | Buy |
36,763
+238
| +0.7% | +$33.8K | 5% | 3 |
|
2015
Q4 | $4.82M | Sell |
36,525
-149
| -0.4% | -$19.7K | 4.93% | 4 |
|
2015
Q3 | $4.78M | Sell |
36,674
-416
| -1% | -$54.2K | 5.07% | 5 |
|
2015
Q2 | $5.05M | Buy |
37,090
+70
| +0.2% | +$9.53K | 4.79% | 6 |
|
2015
Q1 | $5.34M | Buy |
+37,020
| New | +$5.34M | 4.88% | 5 |
|