Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.07% | 243 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.08% | 221 |
|
|
2020
Q2 | $267K | Sell |
1
-1
| -50% | -$267K | 0.07% | 241 |
|
|
2020
Q1 | $272K | Hold |
2
| – | – | 0.09% | 208 |
|
|
2019
Q4 | $340K | Hold |
2
| – | – | 0.09% | 223 |
|
|
2019
Q3 | $312K | Hold |
2
| – | – | 0.09% | 234 |
|
|
2019
Q2 | $320K | Hold |
2
| – | – | 0.09% | 235 |
|
|
2019
Q1 | $302K | Hold |
2
| – | – | 0.09% | 229 |
|
|
2018
Q4 | $306K | Hold |
2
| – | – | 0.1% | 204 |
|
|
2018
Q3 | $320K | Hold |
2
| – | – | 0.1% | 201 |
|
|
2018
Q2 | $284K | Hold |
2
| – | – | 0.09% | 211 |
|
|
2018
Q1 | $299K | Hold |
2
| – | – | 0.1% | 200 |
|
|
2017
Q4 | $298K | Hold |
2
| – | – | 0.1% | 205 |
|
|
2017
Q3 | $275K | Buy |
2
+1
| +100% | +$137K | 0.09% | 211 |
|
|
2017
Q2 | $255K | Sell |
1
-1
| -50% | -$255K | 0.07% | 280 |
|
|
2017
Q1 | $250K | Hold |
2
| – | – | 0.08% | 264 |
|
|
2016
Q4 | $244K | Hold |
2
| – | – | 0.08% | 261 |
|
|
2016
Q3 | $216K | Hold |
2
| – | – | 0.06% | 292 |
|
|
2016
Q2 | $217K | Buy |
+2
| New | +$217K | 0.06% | 267 |
|