Winslow Evans & Crocker’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
Q4 | $5.22M | Buy |
22,512
+7,286
| +48% | +$1.69M | 0.99% | 16 |
|
|
2020
Q3 | $3.24M | Sell |
15,226
-842
| -5% | -$179K | 0.8% | 24 |
|
|
2020
Q2 | $2.87M | Buy |
16,068
+1,362
| +9% | +$243K | 0.77% | 28 |
|
|
2020
Q1 | $2.69M | Sell |
14,706
-1,020
| -6% | -$187K | 0.89% | 23 |
|
|
2019
Q4 | $3.56M | Sell |
15,726
-98
| -0.6% | -$22.2K | 0.91% | 21 |
|
|
2019
Q3 | $3.29M | Buy |
15,824
+1,006
| +7% | +$209K | 0.92% | 19 |
|
|
2019
Q2 | $3.16M | Buy |
14,818
+40
| +0.3% | +$8.53K | 0.88% | 20 |
|
|
2019
Q1 | $2.97M | Buy |
14,778
+1,832
| +14% | +$368K | 0.84% | 23 |
|
|
2018
Q4 | $2.64M | Buy |
12,946
+2,068
| +19% | +$422K | 0.89% | 23 |
|
|
2018
Q3 | $2.33M | Buy |
10,878
+830
| +8% | +$178K | 0.71% | 28 |
|
|
2018
Q2 | $1.88M | Sell |
10,048
-1,328
| -12% | -$248K | 0.59% | 37 |
|
|
2018
Q1 | $2.27M | Buy |
11,376
+366
| +3% | +$73K | 0.74% | 29 |
|
|
2017
Q4 | $2.18M | Sell |
11,010
-1,400
| -11% | -$277K | 0.7% | 31 |
|
|
2017
Q3 | $2.27M | Sell |
12,410
-6,864
| -36% | -$1.26M | 0.75% | 27 |
|
|
2017
Q2 | $3.25M | Buy |
19,274
+8,836
| +85% | +$1.49M | 0.89% | 19 |
|
|
2017
Q1 | $1.74M | Buy |
10,438
+1,490
| +17% | +$248K | 0.55% | 40 |
|
|
2016
Q4 | $1.46M | Sell |
8,948
-904
| -9% | -$147K | 0.45% | 49 |
|
|
2016
Q3 | $1.42M | Buy |
9,852
+490
| +5% | +$70.8K | 0.41% | 54 |
|
|
2016
Q2 | $1.36M | Buy |
9,362
+725
| +8% | +$105K | 0.4% | 57 |
|
|
2016
Q1 | $1.23M | Buy |
8,637
+199
| +2% | +$28.2K | 0.37% | 66 |
|
|
2015
Q4 | $1.11M | Buy |
8,438
+476
| +6% | +$62.8K | 0.32% | 73 |
|
|
2015
Q3 | $1.04M | Sell |
7,962
-2
| -0% | -$261 | 0.33% | 67 |
|
|
2015
Q2 | $1.08M | Sell |
7,964
-80
| -1% | -$10.9K | 0.31% | 72 |
|
|
2015
Q1 | $1.16M | Sell |
8,044
-4,076
| -34% | -$588K | 0.33% | 66 |
|
|
2014
Q4 | $1.82M | Buy |
12,120
+4,102
| +51% | +$616K | 0.52% | 48 |
|
|
2014
Q3 | $1.11M | Buy |
8,018
+61
| +0.8% | +$8.43K | 0.32% | 72 |
|
|
2014
Q2 | $1.01M | Sell |
7,957
-502
| -6% | -$63.5K | 0.33% | 83 |
|
|
2014
Q1 | $1.06M | Sell |
8,459
-43
| -0.5% | -$5.37K | 0.36% | 64 |
|
|
2013
Q4 | $1.01M | Buy |
+8,502
| New | +$1.01M | 0.34% | 66 |
|