VWM
Vector Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $774K | Buy |
4,748
+143
| +3% | +$23.3K | 0.54% | 27 |
|
|
2016
Q3 | $666K | Sell |
4,605
-111
| -2% | -$16.1K | 0.46% | 34 |
|
|
2016
Q2 | $683K | Sell |
4,716
-781
| -14% | -$113K | 0.47% | 34 |
|
|
2016
Q1 | $780K | Sell |
5,497
-5
| -0.1% | -$709 | 0.58% | 24 |
|
|
2015
Q4 | $726K | Sell |
5,502
-76
| -1% | -$10K | 0.57% | 26 |
|
|
2015
Q3 | $748K | Buy |
5,578
+92
| +2% | +$12.3K | 0.59% | 25 |
|
|
2015
Q2 | $747K | Buy |
5,486
+100
| +2% | +$13.6K | 0.59% | 22 |
|
|
2015
Q1 | $777K | Buy |
5,386
+200
| +4% | +$28.9K | 0.63% | 18 |
|
|
2014
Q4 | $779K | Sell |
5,186
-388
| -7% | -$58.3K | 0.59% | 15 |
|
|
2014
Q3 | $770K | Buy |
5,574
+30
| +0.5% | +$4.14K | 0.57% | 16 |
|
|
2014
Q2 | $702K | Buy |
5,544
+1,340
| +32% | +$170K | 0.52% | 19 |
|
|
2014
Q1 | $525K | Sell |
4,204
-950
| -18% | -$119K | 0.38% | 24 |
|
|
2013
Q4 | $611K | Buy |
5,154
+1,401
| +37% | +$166K | 0.43% | 23 |
|
|
2013
Q3 | $426K | Sell |
3,753
-500
| -12% | -$56.8K | 0.31% | 30 |
|
|
2013
Q2 | $476K | Buy |
+4,253
| New | +$476K | 0.35% | 27 |
|