Wealthspire Advisors (Maryland)’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1
| Closed | -$301K | – | 678 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.02% | 355 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.03% | 318 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.03% | 342 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.03% | 381 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.03% | 363 |
|
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.03% | 372 |
|
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.03% | 383 |
|
|
2017
Q2 | $255K | Buy |
+1
| New | +$255K | 0.03% | 380 |
|