TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.41M | Buy |
+7,895
| New | +$1.41M | 0.59% | 31 |
|
|
2020
Q1 | – | Sell |
-8,923
| Closed | -$2.02M | – | 722 |
|
|
2019
Q4 | $2.02M | Sell |
8,923
-238
| -3% | -$53.9K | 0.82% | 22 |
|
|
2019
Q3 | $1.91M | Buy |
9,161
+912
| +11% | +$190K | 0.82% | 21 |
|
|
2019
Q2 | $1.76M | Sell |
8,249
-17
| -0.2% | -$3.62K | 0.78% | 21 |
|
|
2019
Q1 | $1.66M | Hold |
8,266
| – | – | 0.77% | 22 |
|
|
2018
Q4 | $1.69M | Sell |
8,266
-378
| -4% | -$77.2K | 0.85% | 19 |
|
|
2018
Q3 | $1.85M | Sell |
8,644
-11
| -0.1% | -$2.36K | 0.85% | 16 |
|
|
2018
Q2 | $1.62M | Buy |
8,655
+114
| +1% | +$21.3K | 0.77% | 18 |
|
|
2018
Q1 | $1.7M | Buy |
+8,541
| New | +$1.7M | 0.86% | 17 |
|