Sullivan, Bruyette, Speros & Blaney’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
Q1 | $4.8M | Buy |
18,778
+5,873
| +46% | +$1.5M | 0.21% | 36 |
|
|
2020
Q4 | $2.99M | Buy |
12,905
+17
| +0.1% | +$3.94K | 0.14% | 47 |
|
|
2020
Q3 | $2.74M | Buy |
12,888
+1,532
| +13% | +$326K | 0.15% | 46 |
|
|
2020
Q2 | $2.03M | Buy |
11,356
+35
| +0.3% | +$6.25K | 0.12% | 48 |
|
|
2020
Q1 | $2.07M | Buy |
11,321
+244
| +2% | +$44.6K | 0.15% | 43 |
|
|
2019
Q4 | $2.51M | Buy |
11,077
+288
| +3% | +$65.2K | 0.14% | 40 |
|
|
2019
Q3 | $2.24M | Sell |
10,789
-305
| -3% | -$63.4K | 0.13% | 41 |
|
|
2019
Q2 | $2.37M | Buy |
11,094
+202
| +2% | +$43.1K | 0.14% | 41 |
|
|
2019
Q1 | $2.19M | Buy |
10,892
+238
| +2% | +$47.8K | 0.13% | 41 |
|
|
2018
Q4 | $2.18M | Buy |
10,654
+63
| +0.6% | +$12.9K | 0.15% | 39 |
|
|
2018
Q3 | $2.27M | Buy |
10,591
+6
| +0.1% | +$1.29K | 0.21% | 23 |
|
|
2018
Q2 | $1.98M | Sell |
10,585
-972
| -8% | -$181K | 0.19% | 26 |
|
|
2018
Q1 | $2.31M | Buy |
11,557
+614
| +6% | +$122K | 0.22% | 22 |
|
|
2017
Q4 | $2.17M | Buy |
10,943
+257
| +2% | +$50.9K | 0.21% | 24 |
|
|
2017
Q3 | $1.96M | Buy |
10,686
+291
| +3% | +$53.3K | 0.19% | 26 |
|
|
2017
Q2 | $1.76M | Buy |
10,395
+291
| +3% | +$49.3K | 0.18% | 32 |
|
|
2017
Q1 | $1.68M | Sell |
10,104
-532
| -5% | -$88.7K | 0.17% | 30 |
|
|
2016
Q4 | $1.73M | Buy |
10,636
+151
| +1% | +$24.6K | 0.18% | 28 |
|
|
2016
Q3 | $1.52M | Sell |
10,485
-81
| -0.8% | -$11.7K | 0.15% | 30 |
|
|
2016
Q2 | $1.53M | Buy |
+10,566
| New | +$1.53M | 0.16% | 29 |
|