Wheatland Advisors’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
Q1 | – | Sell |
-2,735
| Closed | -$619K | – | 48 |
|
|
2019
Q4 | $619K | Sell |
2,735
-50
| -2% | -$11.3K | 0.79% | 44 |
|
|
2019
Q3 | $579K | Hold |
2,785
| – | – | 0.53% | 61 |
|
|
2019
Q2 | $594K | Hold |
2,785
| – | – | 0.45% | 65 |
|
|
2019
Q1 | $559K | Buy |
2,785
+35
| +1% | +$7.03K | 0.43% | 67 |
|
|
2018
Q4 | $561K | Hold |
2,750
| – | – | 0.49% | 63 |
|
|
2018
Q3 | $589K | Hold |
2,750
| – | – | 0.44% | 66 |
|
|
2018
Q2 | $513K | Hold |
2,750
| – | – | 0.41% | 67 |
|
|
2018
Q1 | $549K | Hold |
2,750
| – | – | 0.45% | 64 |
|
|
2017
Q4 | $545K | Hold |
2,750
| – | – | 0.44% | 66 |
|
|
2017
Q3 | $504K | Hold |
2,750
| – | – | 0.43% | 68 |
|
|
2017
Q2 | $466K | Hold |
2,750
| – | – | 0.42% | 70 |
|
|
2017
Q1 | $458K | Buy |
2,750
+1,475
| +116% | +$246K | 0.41% | 69 |
|
|
2016
Q4 | $208K | Buy |
+1,275
| New | +$208K | 0.18% | 89 |
|