Sunflower Bank Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,326
| Closed | -$242K | – | 121 |
|
2020
Q1 | $242K | Hold |
1,326
| – | – | 0.09% | 108 |
|
2019
Q4 | $300K | Sell |
1,326
-104
| -7% | -$23.5K | 0.09% | 113 |
|
2019
Q3 | $297K | Buy |
1,430
+104
| +8% | +$21.6K | 0.09% | 114 |
|
2019
Q2 | $283K | Sell |
1,326
-964
| -42% | -$206K | 0.09% | 115 |
|
2019
Q1 | $460K | Sell |
2,290
-175
| -7% | -$35.2K | 0.14% | 97 |
|
2018
Q4 | $503K | Hold |
2,465
| – | – | 0.16% | 87 |
|
2018
Q3 | $528K | Sell |
2,465
-25
| -1% | -$5.36K | 0.15% | 91 |
|
2018
Q2 | $465K | Sell |
2,490
-2,055
| -45% | -$384K | 0.14% | 97 |
|
2018
Q1 | $907K | Sell |
4,545
-1,170
| -20% | -$233K | 0.25% | 60 |
|
2017
Q4 | $1.13M | Buy |
+5,715
| New | +$1.13M | 0.31% | 51 |
|