WMS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1.8M | – | 273 |
|
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 0.38% | 45 |
|
|
2021
Q3 | $1.65M | Hold |
4
| – | – | 0.24% | 59 |
|
|
2021
Q2 | $1.67M | Buy |
4
+3
| +300% | +$1.26M | 0.25% | 51 |
|
|
2021
Q1 | $386K | Buy |
+1
| New | +$386K | 0.09% | 142 |
|
|
2016
Q2 | – | Sell |
-3
| Closed | -$640K | – | 205 |
|
|
2016
Q1 | $640K | Hold |
3
| – | – | 0.09% | 97 |
|
|
2015
Q4 | $593K | Hold |
3
| – | – | 0.09% | 103 |
|
|
2015
Q3 | $586K | Sell |
3
-4
| -57% | -$781K | 0.09% | 98 |
|
|
2015
Q2 | $1.43M | Buy |
7
+2
| +40% | +$410K | 0.17% | 100 |
|
|
2015
Q1 | $1.09M | Sell |
5
-495
| -99% | -$108M | 0.13% | 113 |
|
|
2014
Q4 | $1.13M | Buy |
+500
| New | +$1.13M | 0.17% | 76 |
|