Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3
| Closed | -$615K | – | 237 |
|
|
2015
Q2 | $615K | Sell |
3
-10
| -77% | -$2.05M | 0.34% | 70 |
|
|
2015
Q1 | $2.83M | Sell |
13
-7
| -35% | -$1.52M | 1.65% | 19 |
|
|
2014
Q4 | $4.52M | Buy |
20
+5
| +33% | +$1.13M | 2.46% | 13 |
|
|
2014
Q3 | $3.1M | Buy |
15
+1
| +7% | +$207K | 1.99% | 16 |
|
|
2014
Q2 | $2.66M | Hold |
14
| – | – | 1.56% | 20 |
|
|
2014
Q1 | $2.62M | Buy |
+14
| New | +$2.62M | 1.66% | 19 |
|