Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2019 | 6 | $30.9M | +$3.15M | -$3.19M | -$43.8K | BRKB, WFC, KHC, OXY, USB | 13F-HR | 11/13/2019, 09:10 AM |
Q1 2019 | 9 | $65.3M | +$34.4M | -$5.93M | +$28.5M | BRKB, GS, BAC, WFC, KHC | 13F-HR | 5/9/2019, 02:24 PM |
Q4 2018 | 6 | $61.2K | BRKB, WFC, AAPL, USB, KHC | 13F-HR | 1/28/2019, 03:19 PM | |||
Q3 2018 | 7 | $135M | BRKB, AAPL, NVR, WFC, FAST | 13F-HR | 11/13/2018, 11:09 AM | |||
Q2 2018 | 9 | $73.2M | WFC, AAPL, NVR, KHC, BRKB | 13F-HR | 8/13/2018, 01:49 PM | |||
Q1 2018 | 16 | $76.7M | NVR, WFC, AAPL, BRKB, FAST | 13F-HR | 5/11/2018, 02:26 PM |