Wechter Feldman Wealth Management’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 | $275K | Sell |
989
-11
| -1% | -$3.06K | 0.19% | 18 |
|
|
2021
Q1 | $255K | Buy |
1,000
+10
| +1% | +$2.55K | 0.19% | 22 |
|
|
2020
Q4 | $230K | Sell |
990
-184
| -16% | -$42.7K | 0.17% | 25 |
|
|
2020
Q3 | $250K | Sell |
1,174
-6
| -0.5% | -$1.28K | 0.2% | 22 |
|
|
2020
Q2 | $211K | Buy |
+1,180
| New | +$211K | 0.19% | 25 |
|
|
2019
Q4 | – | Sell |
-1,337
| Closed | -$278K | – | 30 |
|
|
2019
Q3 | $278K | Hold |
1,337
| – | – | 0.18% | 28 |
|
|
2019
Q2 | $285K | Hold |
1,337
| – | – | 0.19% | 26 |
|
|
2019
Q1 | $269K | Hold |
1,337
| – | – | 0.18% | 26 |
|
|
2018
Q4 | $273K | Hold |
1,337
| – | – | 0.26% | 24 |
|
|
2018
Q3 | $286K | Sell |
1,337
-3
| -0.2% | -$642 | 0.17% | 31 |
|
|
2018
Q2 | $250K | Buy |
1,340
+106
| +9% | +$19.8K | 0.17% | 31 |
|
|
2018
Q1 | $246K | Buy |
1,234
+43
| +4% | +$8.57K | 0.17% | 29 |
|
|
2017
Q4 | $236K | Hold |
1,191
| – | – | 0.17% | 30 |
|
|
2017
Q3 | $218K | Hold |
1,191
| – | – | 0.17% | 25 |
|
|
2017
Q2 | $202K | Buy |
+1,191
| New | +$202K | 0.16% | 28 |
|