WEPOG
Wealth Enhancement & Preservation of GA’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $299K | Buy |
876
+112
| +15% | +$38.2K | 0.29% | 38 |
|
|
2023
Q1 | $236K | Hold |
764
| – | – | 0.28% | 39 |
|
|
2022
Q4 | $236K | Buy |
764
+2
| +0.3% | +$618 | 0.38% | 42 |
|
|
2022
Q3 | $203K | Hold |
762
| – | – | 0.33% | 51 |
|
|
2022
Q2 | $209K | Sell |
762
-5
| -0.7% | -$1.37K | 0.22% | 51 |
|
|
2022
Q1 | $271K | Buy |
767
+5
| +0.7% | +$1.77K | 0.21% | 47 |
|
|
2021
Q4 | $228K | Hold |
762
| – | – | 0.15% | 49 |
|
|
2021
Q3 | $208K | Hold |
762
| – | – | 0.16% | 49 |
|
|
2021
Q2 | $212K | Buy |
+762
| New | +$212K | 0.16% | 52 |
|
|
2020
Q1 | – | Sell |
-1,054
| Closed | -$239K | – | 44 |
|
|
2019
Q4 | $239K | Buy |
+1,054
| New | +$239K | 0.12% | 49 |
|