Triad Financial Advisors’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
Q3 | $659K | Sell |
1,881
-8
| -0.4% | -$2.8K | 0.23% | 42 |
|
|
2023
Q2 | $644K | Sell |
1,889
-28
| -1% | -$9.55K | 0.26% | 41 |
|
|
2023
Q1 | $592K | Sell |
1,917
-1,004
| -34% | -$310K | 0.26% | 41 |
|
|
2022
Q4 | $902K | Sell |
2,921
-450
| -13% | -$139K | 0.4% | 32 |
|
|
2022
Q3 | $900K | Sell |
3,371
-33
| -1% | -$8.81K | 0.49% | 25 |
|
|
2022
Q2 | $929K | Buy |
3,404
+4
| +0.1% | +$1.09K | 0.51% | 25 |
|
|
2022
Q1 | $1.2M | Buy |
3,400
+35
| +1% | +$12.4K | 0.64% | 20 |
|
|
2021
Q4 | $1.01M | Buy |
+3,365
| New | +$1.01M | 0.6% | 26 |
|