BPFA
Barnes Pettey Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
3,904
+1,144
| +41% | +$556K | 1.27% | 17 |
|
|
2025
Q1 | $1.47M | Hold |
2,760
| – | – | 1.14% | 23 |
|
|
2024
Q4 | $1.25M | Sell |
2,760
-7
| -0.3% | -$3.17K | 0.96% | 25 |
|
|
2024
Q3 | $1.27M | Buy |
2,767
+211
| +8% | +$97.1K | 1.02% | 23 |
|
|
2024
Q2 | $1.04M | Sell |
2,556
-375
| -13% | -$153K | 0.89% | 25 |
|
|
2024
Q1 | $1.23M | Buy |
2,931
+19
| +0.7% | +$7.99K | 1.06% | 21 |
|
|
2023
Q4 | $1.04M | Buy |
2,912
+34
| +1% | +$12.1K | 0.84% | 27 |
|
|
2023
Q3 | $1.01M | Sell |
2,878
-129
| -4% | -$45.2K | 0.93% | 25 |
|
|
2023
Q2 | $1.03M | Buy |
3,007
+5
| +0.2% | +$1.71K | 0.89% | 26 |
|
|
2023
Q1 | $927K | Sell |
3,002
-20
| -0.7% | -$6.18K | 0.89% | 27 |
|
|
2022
Q4 | $933K | Sell |
3,022
-104
| -3% | -$32.1K | 0.96% | 29 |
|
|
2022
Q3 | $835K | Hold |
3,126
| – | – | 1.14% | 25 |
|
|
2022
Q2 | $853K | Sell |
3,126
-265
| -8% | -$72.3K | 1.1% | 24 |
|
|
2022
Q1 | $1.2M | Buy |
3,391
+185
| +6% | +$65.3K | 1.45% | 18 |
|
|
2021
Q4 | $959K | Buy |
+3,206
| New | +$959K | 1.1% | 19 |
|