Truepoint Inc’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6
| Closed | -$2.31M | – | 122 |
|
2021
Q1 | $2.31M | Hold |
6
| – | – | 0.14% | 31 |
|
2020
Q4 | $2.09M | Buy |
+6
| New | +$2.09M | 0.14% | 32 |
|
2020
Q1 | – | Sell |
-8
| Closed | -$2.72M | – | 54 |
|
2019
Q4 | $2.72M | Hold |
8
| – | – | 0.21% | 25 |
|
2019
Q3 | $2.5M | Hold |
8
| – | – | 0.22% | 24 |
|
2019
Q2 | $2.55M | Sell |
8
-1
| -11% | -$318K | 0.21% | 29 |
|
2019
Q1 | $2.71M | Hold |
9
| – | – | 0.23% | 24 |
|
2018
Q4 | $2.75M | Hold |
9
| – | – | 0.26% | 25 |
|
2018
Q3 | $2.88M | Hold |
9
| – | – | 0.25% | 20 |
|
2018
Q2 | $2.54M | Sell |
9
-2,683
| -100% | -$757M | 0.23% | 22 |
|
2018
Q1 | $9 | Buy |
+2,692
| New | +$9 | ﹤0.01% | 101 |
|
2017
Q3 | – | Sell |
-10
| Closed | -$2.67M | – | 105 |
|
2017
Q2 | $2.67M | Sell |
10
-10
| -50% | -$2.67M | 0.27% | 20 |
|
2017
Q1 | $5M | Sell |
20
-1,350
| -99% | -$337M | 0.54% | 10 |
|
2016
Q4 | $223K | Buy |
+1,370
| New | +$223K | 0.02% | 82 |
|