Stone Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-941
| Closed | -$291K | – | 36 |
|
2022
Q4 | $291K | Hold |
941
| – | – | 0.18% | 38 |
|
2022
Q3 | $251K | Buy |
941
+150
| +19% | +$40K | 0.16% | 38 |
|
2022
Q2 | $216K | Hold |
791
| – | – | 0.14% | 46 |
|
2022
Q1 | $279K | Hold |
791
| – | – | 0.16% | 41 |
|
2021
Q4 | $237K | Buy |
+791
| New | +$237K | 0.14% | 38 |
|