WAM
Wealthspire Advisors (Maryland)’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.21M | Sell |
33,868
-4,590
| -12% | -$977K | 0.25% | 52 |
|
|
2020
Q2 | $6.87M | Buy |
38,458
+559
| +1% | +$99.8K | 0.49% | 32 |
|
|
2020
Q1 | $6.93M | Sell |
37,899
-18,438
| -33% | -$3.37M | 0.6% | 30 |
|
|
2019
Q4 | $12.8M | Sell |
56,337
-199
| -0.4% | -$45.1K | 0.86% | 24 |
|
|
2019
Q3 | $11.8M | Buy |
56,536
+13,904
| +33% | +$2.89M | 0.86% | 24 |
|
|
2019
Q2 | $9.09M | Buy |
42,632
+1,078
| +3% | +$230K | 0.68% | 28 |
|
|
2019
Q1 | $8.35M | Sell |
41,554
-1,400
| -3% | -$281K | 0.63% | 32 |
|
|
2018
Q4 | $8.77M | Buy |
42,954
+488
| +1% | +$99.6K | 0.78% | 25 |
|
|
2018
Q3 | $9.09M | Sell |
42,466
-485
| -1% | -$104K | 0.75% | 23 |
|
|
2018
Q2 | $8.02M | Buy |
42,951
+4,188
| +11% | +$782K | 0.73% | 22 |
|
|
2018
Q1 | $7.73M | Sell |
38,763
-1,227
| -3% | -$245K | 0.73% | 23 |
|
|
2017
Q4 | $7.93M | Buy |
39,990
+1,326
| +3% | +$263K | 0.77% | 23 |
|
|
2017
Q3 | $7.09M | Sell |
38,664
-1,108
| -3% | -$203K | 0.77% | 23 |
|
|
2017
Q2 | $6.74M | Buy |
39,772
+8,071
| +25% | +$1.37M | 0.8% | 21 |
|
|
2017
Q1 | $5.28M | Buy |
31,701
+577
| +2% | +$96.2K | 0.75% | 22 |
|
|
2016
Q4 | $5.07M | Buy |
31,124
+1,837
| +6% | +$299K | 0.76% | 23 |
|
|
2016
Q3 | $4.23M | Sell |
29,287
-37
| -0.1% | -$5.35K | 0.66% | 26 |
|
|
2016
Q2 | $4.25M | Buy |
29,324
+1,295
| +5% | +$188K | 0.71% | 27 |
|
|
2016
Q1 | $3.98M | Buy |
28,029
+2,611
| +10% | +$370K | 0.7% | 24 |
|
|
2015
Q4 | $3.36M | Buy |
+25,418
| New | +$3.36M | 0.62% | 29 |
|