Berkshire Asset Management’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
20,936
| – | – | 0.05% | 141 |
|
|
2025
Q1 | $999K | Sell |
20,936
-528
| -2% | -$25.2K | 0.05% | 138 |
|
|
2024
Q4 | $1.09M | Buy |
21,464
+8,673
| +68% | +$441K | 0.05% | 137 |
|
|
2024
Q3 | $583K | Hold |
12,791
| – | – | 0.03% | 167 |
|
|
2024
Q2 | $583K | Buy |
+12,791
| New | +$583K | 0.03% | 169 |
|
|
2021
Q1 | – | Sell |
-6,109
| Closed | -$225K | – | 237 |
|
|
2020
Q4 | $225K | Hold |
6,109
| – | – | 0.02% | 204 |
|
|
2020
Q3 | $212K | Hold |
6,109
| – | – | 0.02% | 157 |
|
|
2020
Q2 | $233K | Hold |
6,109
| – | – | 0.02% | 150 |
|
|
2020
Q1 | $243K | Buy |
+6,109
| New | +$243K | 0.03% | 175 |
|
|
2019
Q4 | – | Sell |
-17,791
| Closed | -$806K | – | 213 |
|
|
2019
Q3 | $806K | Sell |
17,791
-16,408
| -48% | -$743K | 0.07% | 119 |
|
|
2019
Q2 | $1.54M | Buy |
34,199
+17,791
| +108% | +$801K | 0.13% | 89 |
|
|
2019
Q1 | $742K | Sell |
16,408
-1,383
| -8% | -$62.5K | 0.06% | 127 |
|
|
2018
Q4 | $784K | Buy |
17,791
+1,383
| +8% | +$60.9K | 0.07% | 120 |
|
|
2018
Q3 | $696K | Sell |
16,408
-1,383
| -8% | -$58.7K | 0.06% | 127 |
|
|
2018
Q2 | $837K | Hold |
17,791
| – | – | 0.08% | 112 |
|
|
2018
Q1 | $812K | Hold |
17,791
| – | – | 0.08% | 112 |
|
|
2017
Q4 | $829K | Buy |
17,791
+1,383
| +8% | +$64.4K | 0.08% | 109 |
|
|
2017
Q3 | $784K | Hold |
16,408
| – | – | 0.09% | 105 |
|
|
2017
Q2 | $718K | Hold |
16,408
| – | – | 0.08% | 112 |
|
|
2017
Q1 | $686K | Hold |
16,408
| – | – | 0.08% | 112 |
|
|
2016
Q4 | $799K | Buy |
+16,408
| New | +$799K | 0.1% | 97 |
|
|
2016
Q2 | – | Sell |
-16,408
| Closed | -$610K | – | 180 |
|
|
2016
Q1 | $610K | Sell |
16,408
-480
| -3% | -$17.8K | 0.09% | 95 |
|
|
2015
Q4 | $643K | Buy |
16,888
+480
| +3% | +$18.3K | 0.11% | 95 |
|
|
2015
Q3 | $573K | Sell |
16,408
-1,000
| -6% | -$34.9K | 0.1% | 96 |
|
|
2015
Q2 | $690K | Buy |
17,408
+1,000
| +6% | +$39.6K | 0.12% | 96 |
|
|
2015
Q1 | $736K | Hold |
16,408
| – | – | 0.12% | 95 |
|
|
2014
Q4 | $815K | Hold |
16,408
| – | – | 0.14% | 89 |
|
|
2014
Q3 | $755K | Hold |
16,408
| – | – | 0.14% | 93 |
|
|
2014
Q2 | $843K | Buy |
+16,408
| New | +$843K | 0.16% | 88 |
|