WealthTrust-Arizona’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $763K | Sell |
3,738
-118
| -3% | -$24.1K | 0.44% | 31 |
|
|
2018
Q3 | $826K | Buy |
3,856
+94
| +2% | +$20.1K | 0.4% | 31 |
|
|
2018
Q2 | $702K | Sell |
3,762
-43
| -1% | -$8.02K | 0.36% | 32 |
|
|
2018
Q1 | $759K | Sell |
3,805
-462
| -11% | -$92.2K | 0.4% | 29 |
|
|
2017
Q4 | $846K | Buy |
4,267
+770
| +22% | +$153K | 0.42% | 27 |
|
|
2017
Q3 | $641K | Hold |
3,497
| – | – | 0.33% | 29 |
|
|
2017
Q2 | $592K | Hold |
3,497
| – | – | 0.31% | 33 |
|
|
2017
Q1 | $583K | Sell |
3,497
-101
| -3% | -$16.8K | 0.31% | 33 |
|
|
2016
Q4 | $586K | Buy |
3,598
+212
| +6% | +$34.5K | 0.34% | 32 |
|
|
2016
Q3 | $489K | Sell |
3,386
-93
| -3% | -$13.4K | 0.29% | 38 |
|
|
2016
Q2 | $504K | Buy |
3,479
+1,280
| +58% | +$185K | 0.31% | 37 |
|
|
2016
Q1 | $312K | Buy |
2,199
+374
| +20% | +$53.1K | 0.2% | 48 |
|
|
2015
Q4 | $241K | Hold |
1,825
| – | – | 0.15% | 57 |
|
|
2015
Q3 | $238K | Buy |
1,825
+13
| +0.7% | +$1.7K | 0.15% | 54 |
|
|
2015
Q2 | $247K | Sell |
1,812
-12
| -0.7% | -$1.64K | 0.15% | 57 |
|
|
2015
Q1 | $263K | Hold |
1,824
| – | – | 0.16% | 53 |
|
|
2014
Q4 | $274K | Sell |
1,824
-571
| -24% | -$85.8K | 0.23% | 51 |
|
|
2014
Q3 | $331K | Sell |
2,395
-193
| -7% | -$26.7K | 0.37% | 46 |
|
|
2014
Q2 | $328K | Sell |
2,588
-161
| -6% | -$20.4K | 0.35% | 44 |
|
|
2014
Q1 | $344K | Buy |
2,749
+130
| +5% | +$16.3K | 0.39% | 38 |
|
|
2013
Q4 | $311K | Sell |
2,619
-12
| -0.5% | -$1.43K | 0.36% | 38 |
|
|
2013
Q3 | $299K | Sell |
2,631
-100
| -4% | -$11.4K | 0.38% | 36 |
|
|
2013
Q2 | $306K | Buy |
+2,731
| New | +$306K | 0.41% | 35 |
|