Tower View Wealth Management’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
Q2 | – | Sell |
-957
| Closed | -$338K | – | 171 |
|
|
2022
Q1 | $338K | Hold |
957
| – | – | 0.18% | 69 |
|
|
2021
Q4 | $286K | Sell |
957
-33
| -3% | -$9.86K | 0.15% | 71 |
|
|
2021
Q3 | $270K | Buy |
990
+250
| +34% | +$68.2K | 0.15% | 70 |
|
|
2021
Q2 | $206K | Sell |
740
-300
| -29% | -$83.5K | 0.1% | 80 |
|
|
2021
Q1 | $266K | Sell |
1,040
-2
| -0.2% | -$512 | 0.15% | 80 |
|
|
2020
Q4 | $242K | Buy |
1,042
+268
| +35% | +$62.2K | 0.14% | 77 |
|
|
2020
Q3 | $165K | Hold |
774
| – | – | 0.11% | 74 |
|
|
2020
Q2 | $138K | Sell |
774
-376
| -33% | -$67K | 0.1% | 71 |
|
|
2020
Q1 | $210K | Sell |
1,150
-2,905
| -72% | -$530K | 0.19% | 57 |
|
|
2019
Q4 | $918K | Sell |
4,055
-119
| -3% | -$26.9K | 0.7% | 48 |
|
|
2019
Q3 | $868K | Sell |
4,174
-1,627
| -28% | -$338K | 0.72% | 44 |
|
|
2019
Q2 | $1.24M | Sell |
5,801
-5,610
| -49% | -$1.2M | 1.06% | 36 |
|
|
2019
Q1 | $2.29M | Sell |
11,411
-1,005
| -8% | -$202K | 2.03% | 23 |
|
|
2018
Q4 | $2.54M | Sell |
12,416
-131
| -1% | -$26.7K | 2.62% | 9 |
|
|
2018
Q3 | $2.69M | Sell |
12,547
-365
| -3% | -$78.1K | 2.35% | 12 |
|
|
2018
Q2 | $2.41M | Buy |
12,912
+126
| +1% | +$23.5K | 2.27% | 14 |
|
|
2018
Q1 | $2.55M | Sell |
12,786
-553
| -4% | -$110K | 2.55% | 8 |
|
|
2017
Q4 | $2.64M | Buy |
+13,339
| New | +$2.64M | 2.44% | 8 |
|