Wealthfront’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
Q3 | $14.4M | Buy |
67,106
+9,868
| +17% | +$2.11M | 0.14% | 29 |
|
2018
Q2 | $10.7M | Sell |
57,238
-16,129
| -22% | -$3.01M | 0.11% | 32 |
|
2018
Q1 | $14.6M | Buy |
73,367
+5,852
| +9% | +$1.17M | 0.15% | 30 |
|
2017
Q4 | $13.4M | Buy |
67,515
+4,878
| +8% | +$967K | 0.15% | 30 |
|
2017
Q3 | $11.5M | Buy |
62,637
+10,308
| +20% | +$1.89M | 0.15% | 29 |
|
2017
Q2 | $8.86M | Buy |
52,329
+7,424
| +17% | +$1.26M | 0.13% | 30 |
|
2017
Q1 | $7.49M | Buy |
44,905
+6,197
| +16% | +$1.03M | 0.13% | 33 |
|
2016
Q4 | $6.31M | Buy |
38,708
+2,025
| +6% | +$330K | 0.14% | 32 |
|
2016
Q3 | $5.3M | Buy |
36,683
+6,783
| +23% | +$980K | 0.13% | 33 |
|
2016
Q2 | $4.33M | Buy |
29,900
+1,733
| +6% | +$251K | 0.12% | 35 |
|
2016
Q1 | $4M | Buy |
28,167
+6,072
| +27% | +$861K | 0.13% | 35 |
|
2015
Q4 | $2.92M | Buy |
22,095
+163
| +0.7% | +$21.5K | 0.1% | 39 |
|
2015
Q3 | $2.86M | Buy |
21,932
+5,996
| +38% | +$782K | 0.11% | 36 |
|
2015
Q2 | $2.17M | Buy |
15,936
+857
| +6% | +$117K | 0.09% | 30 |
|
2015
Q1 | $2.18M | Buy |
15,079
+239
| +2% | +$34.5K | 0.1% | 25 |
|
2014
Q4 | $2.23M | Buy |
14,840
+4,010
| +37% | +$602K | 0.13% | 24 |
|
2014
Q3 | $1.5M | Buy |
10,830
+2,914
| +37% | +$403K | 0.1% | 27 |
|
2014
Q2 | $1.02M | Buy |
7,916
+4,010
| +103% | +$519K | 0.09% | 21 |
|
2014
Q1 | $488K | Buy |
+3,906
| New | +$488K | 0.06% | 25 |
|