TWM
Torch Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.7M | Hold |
5
| – | – | 0.94% | 38 |
|
|
2019
Q3 | $1.56M | Hold |
5
| – | – | 0.92% | 39 |
|
|
2019
Q2 | $1.59M | Hold |
5
| – | – | 0.95% | 41 |
|
|
2019
Q1 | $1.51M | Hold |
5
| – | – | 0.93% | 44 |
|
|
2018
Q4 | $1.53M | Sell |
5
-1
| -17% | -$306K | 1.1% | 37 |
|
|
2018
Q3 | $1.92M | Hold |
6
| – | – | 1.15% | 32 |
|
|
2018
Q2 | $1.69M | Hold |
6
| – | – | 1.06% | 35 |
|
|
2018
Q1 | $1.8M | Hold |
6
| – | – | 1.16% | 30 |
|
|
2017
Q4 | $1.79M | Hold |
6
| – | – | 1.09% | 32 |
|
|
2017
Q3 | $1.65M | Hold |
6
| – | – | 1.08% | 33 |
|
|
2017
Q2 | $1.53M | Hold |
6
| – | – | 1.05% | 34 |
|
|
2017
Q1 | $1.5M | Hold |
6
| – | – | 1% | 39 |
|
|
2016
Q4 | $1.47M | Hold |
6
| – | – | 1.03% | 40 |
|
|
2016
Q3 | $1.3M | Hold |
6
| – | – | 0.94% | 43 |
|
|
2016
Q2 | $1.3M | Hold |
6
| – | – | 0.95% | 40 |
|
|
2016
Q1 | $1.28M | Hold |
6
| – | – | 0.96% | 39 |
|
|
2015
Q4 | $1.19M | Hold |
6
| – | – | 0.87% | 45 |
|
|
2015
Q3 | $1.17M | Hold |
6
| – | – | 0.9% | 47 |
|
|
2015
Q2 | $1.23M | Hold |
6
| – | – | 0.85% | 49 |
|
|
2015
Q1 | $1.31M | Hold |
6
| – | – | 1.01% | 41 |
|
|
2014
Q4 | $1.36M | Hold |
6
| – | – | 1.04% | 39 |
|
|
2014
Q3 | $1.24M | Hold |
6
| – | – | 0.91% | 46 |
|
|
2014
Q2 | $1.14M | Hold |
6
| – | – | 0.77% | 46 |
|
|
2014
Q1 | $1.12M | Hold |
6
| – | – | 0.81% | 44 |
|
|
2013
Q4 | $1.07M | Buy |
+6
| New | +$1.07M | 0.81% | 45 |
|