WAM
Weatherly Asset Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1
| Closed | -$244K | – | 171 |
|
|
2016
Q4 | $244K | Hold |
1
| – | – | 0.08% | 158 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.07% | 157 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.07% | 166 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.07% | 159 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$204K | – | 146 |
|
|
2015
Q2 | $204K | Hold |
1
| – | – | 0.08% | 149 |
|
|
2015
Q1 | $217K | Hold |
1
| – | – | 0.09% | 142 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.09% | 135 |
|
|
2014
Q3 | $207K | Hold |
1
| – | – | 0.09% | 135 |
|
|
2014
Q2 | $190K | Buy |
+1
| New | +$190K | 0.08% | 147 |
|