Winthrop Partners - WNY’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $159K | Buy |
763
+63
| +9% | +$13.1K | 0.11% | 120 |
|
|
2019
Q2 | $149K | Hold |
700
| – | – | 0.11% | 112 |
|
|
2019
Q1 | $144K | Sell |
700
-50
| -7% | -$10.3K | 0.11% | 110 |
|
|
2018
Q4 | $153K | Hold |
750
| – | – | 0.14% | 103 |
|
|
2018
Q3 | $161K | Buy |
750
+300
| +67% | +$64.2K | 0.13% | 115 |
|
|
2018
Q2 | $84K | Hold |
450
| – | – | 0.07% | 151 |
|
|
2018
Q1 | $87.9K | Buy |
+450
| New | +$87.9K | 0.07% | 170 |
|