Wealthspire Advisors (Maryland)’s Biglari Holdings Class B BH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-39
| Closed | -$6K | – | 640 |
|
2019
Q1 | $6K | Hold |
39
| – | – | ﹤0.01% | 1723 |
|
2018
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 1788 |
|
2018
Q3 | $7K | Buy |
+39
| New | +$7K | ﹤0.01% | 1639 |
|
2018
Q2 | – | Sell |
-68
| Closed | -$18K | – | 2436 |
|
2018
Q1 | $18K | Hold |
68
| – | – | ﹤0.01% | 1325 |
|
2017
Q4 | $19K | Buy |
68
+8
| +13% | +$2.24K | ﹤0.01% | 1339 |
|
2017
Q3 | $13K | Buy |
60
+1
| +2% | +$217 | ﹤0.01% | 1465 |
|
2017
Q2 | $16K | Hold |
59
| – | – | ﹤0.01% | 1340 |
|
2017
Q1 | $17K | Hold |
59
| – | – | ﹤0.01% | 1138 |
|
2016
Q4 | $18K | Hold |
59
| – | – | ﹤0.01% | 1046 |
|
2016
Q3 | $17K | Hold |
59
| – | – | ﹤0.01% | 1103 |
|
2016
Q2 | $16K | Hold |
59
| – | – | ﹤0.01% | 1063 |
|
2016
Q1 | $14K | Hold |
59
| – | – | ﹤0.01% | 1096 |
|
2015
Q4 | $13K | Buy |
+59
| New | +$13K | ﹤0.01% | 1111 |
|