Ullmann Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1
| Closed | -$318K | – | 66 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.2% | 44 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.19% | 46 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.23% | 37 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.21% | 41 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.2% | 43 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.21% | 37 |
|
|
2017
Q4 | $304K | Buy |
+1
| New | +$304K | 0.21% | 42 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | -$254K | – | 58 |
|
|
2017
Q2 | $254K | Hold |
1
| – | – | 0.18% | 49 |
|
|
2017
Q1 | $249K | Hold |
1
| – | – | 0.21% | 42 |
|
|
2016
Q4 | $245K | Buy |
+1
| New | +$245K | 0.23% | 42 |
|