Sun Life Financial’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 | – | Sell |
-1,122
| Closed | -$287K | – | 138 |
|
|
2021
Q1 | $287K | Sell |
1,122
-29
| -3% | -$7.42K | 0.02% | 98 |
|
|
2020
Q4 | $267K | Sell |
1,151
-35
| -3% | -$8.12K | 0.04% | 94 |
|
|
2020
Q3 | $253K | Buy |
+1,186
| New | +$253K | 0.04% | 115 |
|
|
2017
Q2 | – | Sell |
-172
| Closed | -$1.03K | – | 576 |
|
|
2017
Q1 | $1.03K | Buy |
172
+6
| +4% | +$36 | ﹤0.01% | 128 |
|
|
2016
Q4 | $1.02K | Sell |
166
-1,409
| -89% | -$8.64K | 0.01% | 82 |
|
|
2016
Q3 | $228K | Sell |
1,575
-2,302
| -59% | -$333K | 0.03% | 60 |
|
|
2016
Q2 | $561K | Sell |
3,877
-3,255
| -46% | -$471K | 0.07% | 67 |
|
|
2016
Q1 | $122K | Sell |
7,132
-1,432
| -17% | -$24.4K | 0.24% | 13 |
|
|
2015
Q4 | $1.13M | Sell |
8,564
-2,774
| -24% | -$366K | 0.15% | 58 |
|
|
2015
Q3 | $1.48M | Sell |
11,338
-6,256
| -36% | -$816K | 0.32% | 48 |
|
|
2015
Q2 | $2.4M | Hold |
17,594
| – | – | 0.26% | 56 |
|
|
2015
Q1 | $2.54M | Sell |
17,594
-3,825
| -18% | -$552K | 0.26% | 53 |
|
|
2014
Q4 | $3.22M | Sell |
21,419
-3,004
| -12% | -$451K | 0.34% | 43 |
|
|
2014
Q3 | $3.37M | Sell |
24,423
-5,369
| -18% | -$742K | 0.35% | 43 |
|
|
2014
Q2 | $3.77M | Sell |
29,792
-2,891
| -9% | -$366K | 0.39% | 45 |
|
|
2014
Q1 | $4.09M | Sell |
32,683
-15,494
| -32% | -$1.94M | 0.41% | 50 |
|
|
2013
Q4 | $5.71M | Sell |
48,177
-13,970
| -22% | -$1.66M | 0.51% | 55 |
|
|
2013
Q3 | $7.05M | Sell |
62,147
-3,702
| -6% | -$420K | 0.63% | 40 |
|
|
2013
Q2 | $7.37M | Buy |
+65,849
| New | +$7.37M | 0.62% | 39 |
|