SFFS
Stonehage Fleming Financial Services’s Berkshire Hathaway Class A BRK.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-10
| Closed | -$4.09M | – | 207 |
|
2022
Q2 | $4.09M | Hold |
10
| – | – | 0.16% | 38 |
|
2022
Q1 | $5.29M | Hold |
10
| – | – | 0.16% | 40 |
|
2021
Q4 | $4.51M | Hold |
10
| – | – | 0.12% | 41 |
|
2021
Q3 | $4.11M | Hold |
10
| – | – | 0.12% | 42 |
|
2021
Q2 | $4.19M | Hold |
10
| – | – | 0.12% | 42 |
|
2021
Q1 | $3.86M | Hold |
10
| – | – | 0.13% | 43 |
|
2020
Q4 | $3.48M | Hold |
10
| – | – | 0.12% | 44 |
|
2020
Q3 | $3.2M | Buy |
+10
| New | +$3.2M | 0.12% | 36 |
|
2020
Q2 | – | Sell |
-10
| Closed | -$2.72M | – | 154 |
|
2020
Q1 | $2.72M | Hold |
10
| – | – | 0.14% | 31 |
|
2019
Q4 | $3.4M | Hold |
10
| – | – | 0.15% | 31 |
|
2019
Q3 | $3.12M | Sell |
10
-10
| -50% | -$3.12M | 0.15% | 30 |
|
2019
Q2 | $6.37M | Buy |
20
+10
| +100% | +$3.18M | 0.31% | 24 |
|
2019
Q1 | $3.01K | Hold |
10
| – | – | 0.14% | 38 |
|
2018
Q4 | $3.06M | Hold |
10
| – | – | 0.17% | 37 |
|
2018
Q3 | $3.2M | Hold |
10
| – | – | 0.19% | 36 |
|
2018
Q2 | $2.82M | Hold |
10
| – | – | 0.13% | 43 |
|
2018
Q1 | $2.99M | Hold |
10
| – | – | 0.19% | 37 |
|
2017
Q4 | $2.98M | Hold |
10
| – | – | 0.16% | 38 |
|
2017
Q3 | $2.75M | Hold |
10
| – | – | 0.13% | 47 |
|
2017
Q2 | $2.55M | Hold |
10
| – | – | 0.16% | 48 |
|
2017
Q1 | $2.5M | Hold |
10
| – | – | 0.16% | 54 |
|
2016
Q4 | $2.44M | Hold |
10
| – | – | 0.15% | 55 |
|
2016
Q3 | $2.16M | Buy |
+10
| New | +$2.16M | 0.13% | 83 |
|