Vontobel Swiss Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,338
| Closed | -$286K | – | 82 |
|
|
2018
Q3 | $286K | Sell |
1,338
-350
| -21% | -$74.8K | 0.17% | 66 |
|
|
2018
Q2 | $315K | Buy |
1,688
+375
| +29% | +$70K | 0.18% | 61 |
|
|
2018
Q1 | $262K | Sell |
1,313
-110
| -8% | -$22K | 0.14% | 71 |
|
|
2017
Q4 | $282K | Sell |
1,423
-715
| -33% | -$142K | 0.17% | 65 |
|
|
2017
Q3 | $392K | Sell |
2,138
-100
| -4% | -$18.3K | 0.24% | 51 |
|
|
2017
Q2 | $379K | Hold |
2,238
| – | – | 0.24% | 53 |
|
|
2017
Q1 | $373K | Sell |
2,238
-78
| -3% | -$13K | 0.2% | 52 |
|
|
2016
Q4 | $377K | Sell |
2,316
-1,937
| -46% | -$315K | 0.23% | 50 |
|
|
2016
Q3 | $614K | Sell |
4,253
-305
| -7% | -$44K | 0.33% | 45 |
|
|
2016
Q2 | $594K | Sell |
4,558
-20
| -0.4% | -$2.61K | 0.35% | 47 |
|
|
2016
Q1 | $650K | Buy |
4,578
+150
| +3% | +$21.3K | 0.35% | 45 |
|
|
2015
Q4 | $585K | Buy |
4,428
+65
| +1% | +$8.59K | 0.34% | 42 |
|
|
2015
Q3 | $556K | Sell |
4,363
-1,470
| -25% | -$187K | 0.38% | 40 |
|
|
2015
Q2 | $713K | Buy |
5,833
+1,375
| +31% | +$168K | 0.48% | 34 |
|
|
2015
Q1 | $643K | Buy |
4,458
+940
| +27% | +$136K | 0.44% | 38 |
|
|
2014
Q4 | $528K | Buy |
+3,518
| New | +$528K | 0.39% | 34 |
|