TP
Truvvo Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-13
| Closed | -$3.89M | – | 55 |
|
2018
Q1 | $3.89M | Hold |
13
| – | – | 1.44% | 19 |
|
2017
Q4 | $3.87M | Hold |
13
| – | – | 1.31% | 17 |
|
2017
Q3 | $3.57M | Hold |
13
| – | – | 1.19% | 20 |
|
2017
Q2 | $3.3M | Hold |
13
| – | – | 1.19% | 20 |
|
2017
Q1 | $3.25M | Hold |
13
| – | – | 1.46% | 15 |
|
2016
Q4 | $3.17K | Hold |
13
| – | – | 1.11% | 17 |
|
2016
Q3 | $2.81M | Hold |
13
| – | – | 1.26% | 20 |
|
2016
Q2 | $2.82M | Sell |
13
-2
| -13% | -$434K | 1.45% | 18 |
|
2016
Q1 | $3.2M | Hold |
15
| – | – | 1.44% | 13 |
|
2015
Q4 | $2.97M | Buy |
+15
| New | +$2.97M | 1.55% | 13 |
|