Allegheny Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
25,495
+1,011
| +4% | +$491K | 2.75% | 9 |
|
|
2025
Q1 | $13M | Sell |
24,484
-2,163
| -8% | -$1.15M | 3.34% | 9 |
|
|
2024
Q4 | $12.1M | Sell |
26,647
-2,970
| -10% | -$1.35M | 3.11% | 9 |
|
|
2024
Q3 | $13.6M | Sell |
29,617
-99
| -0.3% | -$45.6K | 3.37% | 8 |
|
|
2024
Q2 | $12.1M | Buy |
29,716
+90
| +0.3% | +$36.6K | 3.47% | 8 |
|
|
2024
Q1 | $12.5M | Buy |
29,626
+1,935
| +7% | +$814K | 3.84% | 7 |
|
|
2023
Q4 | $9.88M | Buy |
27,691
+3,572
| +15% | +$1.27M | 3.17% | 8 |
|
|
2023
Q3 | $8.45M | Buy |
24,119
+7,475
| +45% | +$2.62M | 3.17% | 8 |
|
|
2023
Q2 | $5.68M | Sell |
16,644
-274
| -2% | -$93.4K | 2.69% | 9 |
|
|
2023
Q1 | $5.22M | Buy |
16,918
+3,476
| +26% | +$1.07M | 2.11% | 10 |
|
|
2022
Q4 | $4.15M | Sell |
13,442
-76
| -0.6% | -$23.5K | 1.74% | 14 |
|
|
2022
Q3 | $3.61M | Buy |
13,518
+10
| +0.1% | +$2.67K | 1.7% | 14 |
|
|
2022
Q2 | $3.69M | Buy |
13,508
+125
| +0.9% | +$34.1K | 1.72% | 14 |
|
|
2022
Q1 | $4.72M | Buy |
13,383
+31
| +0.2% | +$10.9K | 2% | 13 |
|
|
2021
Q4 | $3.99M | Sell |
13,352
-53
| -0.4% | -$15.8K | 1.59% | 15 |
|
|
2021
Q3 | $3.66M | Buy |
13,405
+11
| +0.1% | +$3K | 1.68% | 13 |
|
|
2021
Q2 | $3.72M | Sell |
13,394
-476
| -3% | -$132K | 1.68% | 13 |
|
|
2021
Q1 | $3.54M | Sell |
13,870
-50
| -0.4% | -$12.8K | 2.59% | 9 |
|
|
2020
Q4 | $3.23M | Buy |
+13,920
| New | +$3.23M | 1.73% | 11 |
|