WFG Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.06% | 317 |
|
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.07% | 292 |
|
|
2016
Q4 | $244K | Sell |
1
-1
| -50% | -$244K | 0.06% | 323 |
|
|
2016
Q3 | $432K | Buy |
2
+1
| +100% | +$216K | 0.11% | 199 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.06% | 316 |
|
|
2016
Q1 | $213K | Hold |
1
| – | – | 0.06% | 284 |
|
|
2015
Q4 | $198K | Hold |
1
| – | – | 0.06% | 289 |
|
|
2015
Q3 | $195K | Hold |
1
| – | – | 0.06% | 298 |
|
|
2015
Q2 | $205K | Buy |
+1
| New | +$205K | 0.06% | 344 |
|
|
2014
Q1 | – | Sell |
-4
| Closed | -$712K | – | 1990 |
|
|
2013
Q4 | $712K | Hold |
4
| – | – | 0.1% | 232 |
|
|
2013
Q3 | $682K | Hold |
4
| – | – | 0.11% | 221 |
|
|
2013
Q2 | $674K | Buy |
+4
| New | +$674K | 0.11% | 207 |
|