Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $647K | Hold |
2,423
| – | – | 0.18% | 111 |
|
|
2022
Q2 | $662K | Sell |
2,423
-38
| -2% | -$10.4K | 0.17% | 106 |
|
|
2022
Q1 | $869K | Sell |
2,461
-119
| -5% | -$42K | 0.21% | 98 |
|
|
2021
Q4 | $771K | Hold |
2,580
| – | – | 0.18% | 82 |
|
|
2021
Q3 | $704K | Buy |
2,580
+55
| +2% | +$15K | 0.18% | 82 |
|
|
2021
Q2 | $702K | Buy |
2,525
+92
| +4% | +$25.6K | 0.18% | 79 |
|
|
2021
Q1 | $622K | Sell |
2,433
-46
| -2% | -$11.8K | 0.19% | 73 |
|
|
2020
Q4 | $575K | Hold |
2,479
| – | – | 0.19% | 70 |
|
|
2020
Q3 | $528K | Hold |
2,479
| – | – | 0.21% | 68 |
|
|
2020
Q2 | $443K | Sell |
2,479
-381
| -13% | -$68.1K | 0.2% | 69 |
|
|
2020
Q1 | $523K | Sell |
2,860
-603
| -17% | -$110K | 0.28% | 70 |
|
|
2019
Q4 | $784K | Buy |
3,463
+908
| +36% | +$206K | 0.33% | 94 |
|
|
2019
Q3 | $531K | Buy |
2,555
+10
| +0.4% | +$2.08K | 0.26% | 101 |
|
|
2019
Q2 | $543K | Buy |
+2,545
| New | +$543K | 0.28% | 102 |
|
|
2019
Q1 | – | Sell |
-1,056
| Closed | -$216K | – | 122 |
|
|
2018
Q4 | $216K | Buy |
+1,056
| New | +$216K | 0.17% | 121 |
|