Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $832K | Sell |
2,993
-303
| -9% | -$84.2K | 0.3% | 45 |
|
|
2021
Q1 | $842K | Hold |
3,296
| – | – | 0.32% | 41 |
|
|
2020
Q4 | $764K | Sell |
3,296
-13
| -0.4% | -$3.01K | 0.33% | 40 |
|
|
2020
Q3 | $705K | Buy |
3,309
+56
| +2% | +$11.9K | 0.34% | 42 |
|
|
2020
Q2 | $581K | Buy |
3,253
+615
| +23% | +$110K | 0.34% | 41 |
|
|
2020
Q1 | $482K | Buy |
2,638
+212
| +9% | +$38.7K | 0.36% | 37 |
|
|
2019
Q4 | $549K | Buy |
2,426
+35
| +1% | +$7.92K | 0.36% | 36 |
|
|
2019
Q3 | $497K | Sell |
2,391
-136
| -5% | -$28.3K | 0.36% | 39 |
|
|
2019
Q2 | $539K | Sell |
2,527
-334
| -12% | -$71.2K | 0.41% | 36 |
|
|
2019
Q1 | $575K | Buy |
2,861
+835
| +41% | +$168K | 0.47% | 38 |
|
|
2018
Q4 | $414K | Buy |
+2,026
| New | +$414K | 0.4% | 44 |
|