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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