Wipfli Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $570K | Buy |
2,134
+123
| +6% | +$32.9K | 0.04% | 197 |
|
|
2022
Q2 | $549K | Sell |
2,011
-116
| -5% | -$31.7K | 0.06% | 51 |
|
|
2022
Q1 | $751K | Buy |
2,127
+296
| +16% | +$104K | 0.08% | 47 |
|
|
2021
Q4 | $547K | Buy |
1,831
+135
| +8% | +$40.4K | 0.06% | 31 |
|
|
2021
Q3 | $463K | Hold |
1,696
| – | – | 0.06% | 31 |
|
|
2021
Q2 | $471K | Sell |
1,696
-48
| -3% | -$13.3K | 0.07% | 29 |
|
|
2021
Q1 | $446K | Sell |
1,744
-1,092
| -39% | -$279K | 0.24% | 22 |
|
|
2020
Q4 | $658K | Buy |
+2,836
| New | +$658K | 0.39% | 17 |
|