Windsor Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10.1M | Buy |
59,846
+115
| +0.2% | +$19.5K | 4.73% | 1 |
|
|
2017
Q1 | $9.96M | Sell |
59,731
-428
| -0.7% | -$71.3K | 4.57% | 1 |
|
|
2016
Q4 | $9.81M | Sell |
60,159
-730
| -1% | -$119K | 4.64% | 1 |
|
|
2016
Q3 | $8.8M | Sell |
60,889
-1,365
| -2% | -$197K | 4.13% | 1 |
|
|
2016
Q2 | $9.01M | Sell |
62,254
-70
| -0.1% | -$10.1K | 4.11% | 2 |
|
|
2016
Q1 | $8.84M | Buy |
62,324
+2,150
| +4% | +$305K | 4.04% | 1 |
|
|
2015
Q4 | $7.95M | Sell |
60,174
-914
| -1% | -$121K | 3.87% | 1 |
|
|
2015
Q3 | $7.97M | Buy |
61,088
+50
| +0.1% | +$6.52K | 3.83% | 1 |
|
|
2015
Q2 | $8.31M | Buy |
61,038
+3,444
| +6% | +$469K | 3.58% | 1 |
|
|
2015
Q1 | $8.31M | Sell |
57,594
-1,606
| -3% | -$232K | 3.73% | 1 |
|
|
2014
Q4 | $8.89M | Sell |
59,200
-333
| -0.6% | -$50K | 4.23% | 1 |
|
|
2014
Q3 | $8.22M | Buy |
59,533
+50
| +0.1% | +$6.91K | 3.94% | 1 |
|
|
2014
Q2 | $7.53M | Sell |
59,483
-1,200
| -2% | -$152K | 3.68% | 1 |
|
|
2014
Q1 | $7.58M | Buy |
60,683
+10,375
| +21% | +$1.3M | 3.84% | 1 |
|
|
2013
Q4 | $5.97M | Buy |
50,308
+170
| +0.3% | +$20.2K | 3.3% | 2 |
|
|
2013
Q3 | $5.69M | Sell |
50,138
-5
| -0% | -$568 | 3.42% | 1 |
|
|
2013
Q2 | $5.61M | Buy |
+50,143
| New | +$5.61M | 3.56% | 1 |
|