SWM
Strategic Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-47
| Closed | -$13K | – | 70 |
|
|
2021
Q2 | $13K | Hold |
47
| – | – | 0.01% | 69 |
|
|
2021
Q1 | $12K | Hold |
47
| – | – | 0.01% | 66 |
|
|
2020
Q4 | $11K | Sell |
47
-20
| -30% | -$4.68K | 0.01% | 62 |
|
|
2020
Q3 | $14K | Sell |
67
-16,734
| -100% | -$3.5M | 0.01% | 63 |
|
|
2020
Q2 | $3M | Sell |
16,801
-1,211
| -7% | -$216K | 2.78% | 11 |
|
|
2020
Q1 | $3.29M | Sell |
18,012
-598
| -3% | -$109K | 4.36% | 6 |
|
|
2019
Q4 | $4.22M | Hold |
18,610
| – | – | 4.01% | 11 |
|
|
2019
Q3 | $3.87M | Buy |
18,610
+574
| +3% | +$119K | 3.67% | 11 |
|
|
2019
Q2 | $3.85M | Buy |
+18,036
| New | +$3.85M | 2.98% | 16 |
|