WealthStone’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.53M | Hold |
5,981
| – | – | 0.53% | 29 |
|
|
2020
Q4 | $1.39M | Hold |
5,981
| – | – | 0.49% | 29 |
|
|
2020
Q3 | $1.27M | Buy |
5,981
+3,468
| +138% | +$739K | 0.58% | 26 |
|
|
2020
Q2 | $449K | Buy |
2,513
+864
| +52% | +$154K | 0.21% | 70 |
|
|
2020
Q1 | $301K | Sell |
1,649
-70
| -4% | -$12.8K | 0.3% | 20 |
|
|
2019
Q4 | $390K | Sell |
1,719
-762
| -31% | -$173K | 0.23% | 28 |
|
|
2019
Q3 | $516K | Sell |
2,481
-8,150
| -77% | -$1.7M | 0.27% | 34 |
|
|
2019
Q2 | $2.27M | Buy |
+10,631
| New | +$2.27M | 1.02% | 15 |
|