Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.96M | Sell |
50,409
-951
| -2% | -$131K | 1.33% | 13 |
|
|
2014
Q2 | $6.5M | Buy |
51,360
+50
| +0.1% | +$6.33K | 1.21% | 25 |
|
|
2014
Q1 | $6.41M | Sell |
51,310
-75
| -0.1% | -$9.37K | 1.21% | 24 |
|
|
2013
Q4 | $6.09M | Sell |
51,385
-2,615
| -5% | -$310K | 1.14% | 31 |
|
|
2013
Q3 | $6.13M | Buy |
54,000
+435
| +0.8% | +$49.4K | 1.22% | 26 |
|
|
2013
Q2 | $6M | Buy |
+53,565
| New | +$6M | 1.24% | 25 |
|