WP
WealthSource Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1
| Closed | -$419K | – | 510 |
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.04% | 302 |
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.04% | 295 |
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.04% | 263 |
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.04% | 251 |
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.04% | 266 |
|
2020
Q1 | $272K | Buy |
+1
| New | +$272K | 0.04% | 252 |
|
2019
Q2 | – | Sell |
-8
| Closed | -$2.41M | – | 450 |
|
2019
Q1 | $2.41M | Sell |
8
-2
| -20% | -$603K | 0.54% | 50 |
|
2018
Q4 | $3.06M | Buy |
10
+7
| +233% | +$2.14M | 0.88% | 32 |
|
2018
Q3 | $960K | Hold |
3
| – | – | 0.25% | 87 |
|
2018
Q2 | $846K | Hold |
3
| – | – | 0.24% | 97 |
|
2018
Q1 | $897K | Hold |
3
| – | – | 0.27% | 92 |
|
2017
Q4 | $893K | Hold |
3
| – | – | 0.28% | 87 |
|
2017
Q3 | $824K | Hold |
3
| – | – | 0.27% | 89 |
|
2017
Q2 | $764K | Hold |
3
| – | – | 0.26% | 95 |
|
2017
Q1 | $750K | Hold |
3
| – | – | 0.28% | 93 |
|
2016
Q4 | $732K | Hold |
3
| – | – | 0.31% | 71 |
|
2016
Q3 | $649K | Hold |
3
| – | – | 0.24% | 96 |
|
2016
Q2 | $651K | Hold |
3
| – | – | 0.24% | 87 |
|
2016
Q1 | $640K | Buy |
+3
| New | +$640K | 0.26% | 77 |
|