YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1
| Closed | -$348K | – | 241 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.12% | 137 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.13% | 132 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.12% | 143 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.17% | 125 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.16% | 133 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.16% | 130 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.14% | 134 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.14% | 135 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.16% | 125 |
|
|
2018
Q3 | $322K | Hold |
1
| – | – | 0.15% | 131 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.12% | 148 |
|
|
2018
Q1 | $297K | Hold |
1
| – | – | 0.14% | 146 |
|
|
2017
Q4 | $296K | Hold |
1
| – | – | 0.14% | 140 |
|
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.14% | 140 |
|
|
2017
Q2 | $258K | Hold |
1
| – | – | 0.14% | 142 |
|
|
2017
Q1 | $249K | Hold |
1
| – | – | 0.13% | 146 |
|
|
2016
Q4 | $237K | Buy |
+1
| New | +$237K | 0.14% | 138 |
|