Strategic Family Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,263
| Closed | -$799K | – | 98 |
|
|
2022
Q1 | $799K | Hold |
2,263
| – | – | 0.32% | 45 |
|
|
2021
Q4 | $677K | Sell |
2,263
-220
| -9% | -$65.8K | 0.22% | 51 |
|
|
2021
Q3 | $678K | Hold |
2,483
| – | – | 0.23% | 45 |
|
|
2021
Q2 | $690K | Hold |
2,483
| – | – | 0.23% | 44 |
|
|
2021
Q1 | $634K | Buy |
2,483
+400
| +19% | +$102K | 0.24% | 43 |
|
|
2020
Q4 | $483K | Hold |
2,083
| – | – | 0.25% | 49 |
|
|
2020
Q3 | $444K | Sell |
2,083
-127
| -6% | -$27.1K | 0.25% | 46 |
|
|
2020
Q2 | $395K | Buy |
2,210
+600
| +37% | +$107K | 0.25% | 49 |
|
|
2020
Q1 | $294K | Sell |
1,610
-1,016
| -39% | -$186K | 0.22% | 53 |
|
|
2019
Q4 | $595K | Hold |
2,626
| – | – | 0.48% | 38 |
|
|
2019
Q3 | $546K | Buy |
2,626
+566
| +27% | +$118K | 0.41% | 38 |
|
|
2019
Q2 | $439K | Hold |
2,060
| – | – | 0.34% | 42 |
|
|
2019
Q1 | $414K | Hold |
2,060
| – | – | 0.33% | 42 |
|
|
2018
Q4 | $421K | Buy |
+2,060
| New | +$421K | 0.48% | 36 |
|