TCWP’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,020
| Closed | -$315K | – | 247 |
|
2022
Q4 | $315K | Sell |
1,020
-141
| -12% | -$43.6K | 0.06% | 200 |
|
2022
Q3 | $310K | Sell |
1,161
-84
| -7% | -$22.4K | 0.07% | 200 |
|
2022
Q2 | $339K | Buy |
1,245
+32
| +3% | +$8.71K | 0.07% | 181 |
|
2022
Q1 | $428K | Buy |
1,213
+74
| +6% | +$26.1K | 0.08% | 171 |
|
2021
Q4 | $340K | Buy |
+1,139
| New | +$340K | 0.07% | 187 |
|