Wellesley Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $409K | Hold |
1,923
| – | – | 0.14% | 65 |
|
|
2020
Q2 | $343K | Sell |
1,923
-52
| -3% | -$9.28K | 0.12% | 71 |
|
|
2020
Q1 | $361K | Sell |
1,975
-406
| -17% | -$74.2K | 0.14% | 68 |
|
|
2019
Q4 | $539K | Hold |
2,381
| – | – | 0.17% | 69 |
|
|
2019
Q3 | $495K | Buy |
2,381
+593
| +33% | +$123K | 0.16% | 69 |
|
|
2019
Q2 | $381K | Sell |
1,788
-706
| -28% | -$150K | 0.13% | 77 |
|
|
2019
Q1 | $501K | Sell |
2,494
-412
| -14% | -$82.8K | 0.17% | 76 |
|
|
2018
Q4 | $593K | Hold |
2,906
| – | – | 0.21% | 73 |
|
|
2018
Q3 | $622K | Buy |
2,906
+283
| +11% | +$60.6K | 0.2% | 74 |
|
|
2018
Q2 | $489K | Hold |
2,623
| – | – | 0.17% | 76 |
|
|
2018
Q1 | $523K | Buy |
2,623
+181
| +7% | +$36.1K | 0.19% | 80 |
|
|
2017
Q4 | $484K | Buy |
2,442
+20
| +0.8% | +$3.96K | 0.18% | 78 |
|
|
2017
Q3 | $444K | Buy |
2,422
+56
| +2% | +$10.3K | 0.18% | 79 |
|
|
2017
Q2 | $400K | Sell |
2,366
-200
| -8% | -$33.8K | 0.17% | 81 |
|
|
2017
Q1 | $427K | Buy |
2,566
+491
| +24% | +$81.7K | 0.19% | 78 |
|
|
2016
Q4 | $338K | Sell |
2,075
-250
| -11% | -$40.7K | 0.16% | 81 |
|
|
2016
Q3 | $335K | Buy |
2,325
+250
| +12% | +$36K | 0.17% | 77 |
|
|
2016
Q2 | $300K | Hold |
2,075
| – | – | 0.16% | 77 |
|
|
2016
Q1 | $294K | Buy |
+2,075
| New | +$294K | 0.18% | 79 |
|