UBPAM
Union Bancaire Privee Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,392
| Closed | -$2.45M | – | 40 |
|
|
2020
Q1 | $2.45M | Hold |
13,392
| – | – | 1.52% | 27 |
|
|
2019
Q4 | $3.03M | Buy |
13,392
+2,100
| +19% | +$476K | 1.54% | 30 |
|
|
2019
Q3 | $2.35M | Sell |
11,292
-5,000
| -31% | -$1.04M | 1.51% | 29 |
|
|
2019
Q2 | $3.47M | Buy |
16,292
+5,081
| +45% | +$1.08M | 2.03% | 21 |
|
|
2019
Q1 | $2.25M | Sell |
11,211
-1,255
| -10% | -$252K | 2.33% | 15 |
|
|
2018
Q4 | $2.55M | Buy |
+12,466
| New | +$2.55M | 2.91% | 8 |
|