TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$5.89K | – | 157 |
|
|
2024
Q1 | $5.89K | Sell |
14
-37
| -73% | -$15.6K | ﹤0.01% | 103 |
|
|
2023
Q4 | $18.2K | Sell |
51
-3,733
| -99% | -$1.33M | ﹤0.01% | 82 |
|
|
2023
Q3 | $1.29M | Buy |
3,784
+1,928
| +104% | +$657K | 0.27% | 20 |
|
|
2023
Q2 | $633K | Buy |
1,856
+928
| +100% | +$316K | 0.13% | 26 |
|
|
2023
Q1 | $287K | Buy |
928
+920
| +11,500% | +$284K | 0.06% | 33 |
|
|
2022
Q4 | $581 | Sell |
8
-966
| -99% | -$70.2K | ﹤0.01% | 461 |
|
|
2022
Q3 | $260K | Sell |
974
-38
| -4% | -$10.1K | 0.07% | 36 |
|
|
2022
Q2 | $276K | Sell |
1,012
-726
| -42% | -$198K | 0.06% | 36 |
|
|
2022
Q1 | $613K | Buy |
1,738
+655
| +60% | +$231K | 0.12% | 27 |
|
|
2021
Q4 | $314K | Hold |
1,083
| – | – | 0.06% | 31 |
|
|
2021
Q3 | $296K | Hold |
1,083
| – | – | 0.06% | 29 |
|
|
2021
Q2 | $299K | Sell |
1,083
-250
| -19% | -$69K | 0.06% | 24 |
|
|
2021
Q1 | $341K | Buy |
1,333
+161
| +14% | +$41.2K | 0.1% | 24 |
|
|
2020
Q4 | $272K | Sell |
1,172
-173
| -13% | -$40.2K | 0.09% | 24 |
|
|
2020
Q3 | $286K | Hold |
1,345
| – | – | 0.11% | 24 |
|
|
2020
Q2 | $240K | Sell |
1,345
-1,682
| -56% | -$300K | 0.09% | 27 |
|
|
2020
Q1 | $553K | Buy |
3,027
+1,597
| +112% | +$292K | 0.24% | 20 |
|
|
2019
Q4 | $323K | Buy |
+1,430
| New | +$323K | 0.3% | 25 |
|