TWM
Torch Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.22M | Sell |
9,805
-100
| -1% | -$22.6K | 1.23% | 28 |
|
|
2019
Q3 | $2.06M | Hold |
9,905
| – | – | 1.22% | 31 |
|
|
2019
Q2 | $2.11M | Sell |
9,905
-142
| -1% | -$30.3K | 1.27% | 27 |
|
|
2019
Q1 | $2.02M | Buy |
10,047
+225
| +2% | +$45.2K | 1.25% | 29 |
|
|
2018
Q4 | $2.01M | Buy |
9,822
+50
| +0.5% | +$10.2K | 1.44% | 23 |
|
|
2018
Q3 | $2.09M | Buy |
9,772
+100
| +1% | +$21.4K | 1.25% | 26 |
|
|
2018
Q2 | $1.81M | Buy |
9,672
+6,115
| +172% | +$1.14M | 1.13% | 32 |
|
|
2018
Q1 | $709K | Buy |
3,557
+107
| +3% | +$21.3K | 0.46% | 64 |
|
|
2017
Q4 | $684K | Hold |
3,450
| – | – | 0.42% | 67 |
|
|
2017
Q3 | $633K | Buy |
3,450
+1,000
| +41% | +$183K | 0.42% | 62 |
|
|
2017
Q2 | $415K | Hold |
2,450
| – | – | 0.29% | 73 |
|
|
2017
Q1 | $408K | Hold |
2,450
| – | – | 0.27% | 77 |
|
|
2016
Q4 | $399K | Hold |
2,450
| – | – | 0.28% | 75 |
|
|
2016
Q3 | $354K | Hold |
2,450
| – | – | 0.26% | 76 |
|
|
2016
Q2 | $355K | Hold |
2,450
| – | – | 0.26% | 80 |
|
|
2016
Q1 | $348K | Hold |
2,450
| – | – | 0.26% | 74 |
|
|
2015
Q4 | $323K | Hold |
2,450
| – | – | 0.24% | 80 |
|
|
2015
Q3 | $319K | Hold |
2,450
| – | – | 0.25% | 78 |
|
|
2015
Q2 | $333K | Hold |
2,450
| – | – | 0.23% | 80 |
|
|
2015
Q1 | $354K | Hold |
2,450
| – | – | 0.27% | 71 |
|
|
2014
Q4 | $368K | Hold |
2,450
| – | – | 0.28% | 69 |
|
|
2014
Q3 | $338K | Sell |
2,450
-1,100
| -31% | -$152K | 0.25% | 76 |
|
|
2014
Q2 | $449K | Hold |
3,550
| – | – | 0.3% | 69 |
|
|
2014
Q1 | $443K | Hold |
3,550
| – | – | 0.32% | 67 |
|
|
2013
Q4 | $421K | Buy |
+3,550
| New | +$421K | 0.32% | 69 |
|