YorkBridge Wealth Partners’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
Q4 | $4.46M | Sell |
14,443
-71
| -0.5% | -$21.9K | 1.13% | 18 |
|
|
2022
Q3 | $3.88M | Buy |
14,514
+20
| +0.1% | +$5.34K | 1% | 21 |
|
|
2022
Q2 | $3.96M | Sell |
14,494
-99
| -0.7% | -$27K | 1.03% | 20 |
|
|
2022
Q1 | $5.15M | Sell |
14,593
-131
| -0.9% | -$46.2K | 1.13% | 18 |
|
|
2021
Q4 | $4.4M | Buy |
14,724
+2
| +0% | +$598 | 0.99% | 25 |
|
|
2021
Q3 | $4.02M | Sell |
14,722
-60
| -0.4% | -$16.4K | 1.01% | 25 |
|
|
2021
Q2 | $4.11M | Sell |
14,782
-10
| -0.1% | -$2.78K | 1.07% | 23 |
|
|
2021
Q1 | $3.78M | Buy |
14,792
+1,832
| +14% | +$468K | 1.12% | 22 |
|
|
2020
Q4 | $3.01M | Sell |
12,960
-9
| -0.1% | -$2.09K | 1.01% | 29 |
|
|
2020
Q3 | $2.76M | Sell |
12,969
-434
| -3% | -$92.4K | 1.16% | 24 |
|
|
2020
Q2 | $2.39M | Buy |
13,403
+93
| +0.7% | +$16.6K | 1.09% | 25 |
|
|
2020
Q1 | $2.43M | Sell |
13,310
-194
| -1% | -$35.5K | 1.5% | 16 |
|
|
2019
Q4 | $3.06M | Sell |
13,504
-213
| -2% | -$48.3K | 1.4% | 16 |
|
|
2019
Q3 | $2.85M | Buy |
13,717
+838
| +7% | +$174K | 1.44% | 16 |
|
|
2019
Q2 | $2.75M | Buy |
12,879
+241
| +2% | +$51.4K | 1.22% | 16 |
|
|
2019
Q1 | $2.54M | Buy |
12,638
+960
| +8% | +$193K | 1.17% | 15 |
|
|
2018
Q4 | $2.38M | Sell |
11,678
-381
| -3% | -$77.8K | 1.26% | 13 |
|
|
2018
Q3 | $2.59M | Sell |
12,059
-33
| -0.3% | -$7.09K | 1.19% | 14 |
|
|
2018
Q2 | $2.26M | Sell |
12,092
-238
| -2% | -$44.4K | 0.99% | 20 |
|
|
2018
Q1 | $2.44M | Buy |
12,330
+300
| +2% | +$59.4K | 1.12% | 18 |
|
|
2017
Q4 | $2.37M | Buy |
12,030
+921
| +8% | +$181K | 1.14% | 17 |
|
|
2017
Q3 | $2.04M | Hold |
11,109
| – | – | 1.06% | 20 |
|
|
2017
Q2 | $1.91M | Sell |
11,109
-129
| -1% | -$22.2K | 1.01% | 20 |
|
|
2017
Q1 | $1.87M | Sell |
11,238
-62
| -0.5% | -$10.3K | 0.98% | 22 |
|
|
2016
Q4 | $1.79M | Buy |
+11,300
| New | +$1.79M | 1.06% | 22 |
|