Wealthstreet Investment Advisors’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
Q2 | – | Sell |
-11,116
| Closed | -$2.84M | – | 117 |
|
|
2021
Q1 | $2.84M | Sell |
11,116
-5
| -0% | -$1.28K | 0.28% | 85 |
|
|
2020
Q4 | $2.58M | Buy |
11,121
+200
| +2% | +$46.4K | 0.26% | 87 |
|
|
2020
Q3 | $2.33M | Buy |
10,921
+437
| +4% | +$93.1K | 0.26% | 91 |
|
|
2020
Q2 | $1.87M | Sell |
10,484
-80
| -0.8% | -$14.3K | 0.23% | 96 |
|
|
2020
Q1 | $1.93M | Buy |
10,564
+3,040
| +40% | +$556K | 0.29% | 86 |
|
|
2019
Q4 | $1.7M | Buy |
7,524
+200
| +3% | +$45.3K | 0.2% | 111 |
|
|
2019
Q3 | $1.56M | Buy |
7,324
+425
| +6% | +$90.5K | 0.2% | 107 |
|
|
2019
Q2 | $1.47M | Buy |
6,899
+840
| +14% | +$179K | 0.19% | 115 |
|
|
2019
Q1 | $1.22M | Buy |
6,059
+3,795
| +168% | +$762K | 0.16% | 123 |
|
|
2018
Q4 | $455K | Sell |
2,264
-399
| -15% | -$80.2K | 0.06% | 227 |
|
|
2018
Q3 | $570K | Hold |
2,663
| – | – | 0.07% | 225 |
|
|
2018
Q2 | $497K | Hold |
2,663
| – | – | 0.07% | 238 |
|
|
2018
Q1 | $531K | Buy |
2,663
+675
| +34% | +$135K | 0.07% | 225 |
|
|
2017
Q4 | $394K | Buy |
+1,988
| New | +$394K | 0.05% | 252 |
|