First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.95M | Sell |
6,410
-1,135
| -15% | -$522K | 0.62% | 48 |
|
|
2024
Q2 | $3.07M | Buy |
7,545
+1,891
| +33% | +$769K | 0.69% | 47 |
|
|
2024
Q1 | $2.38M | Sell |
5,654
-258
| -4% | -$108K | 0.55% | 52 |
|
|
2023
Q4 | $2.11M | Sell |
5,912
-15
| -0.3% | -$5.35K | 0.51% | 52 |
|
|
2023
Q3 | $2.08M | Buy |
5,927
+238
| +4% | +$83.4K | 0.54% | 52 |
|
|
2023
Q2 | $1.94M | Hold |
5,689
| – | – | 0.48% | 53 |
|
|
2023
Q1 | $1.76M | Sell |
5,689
-220
| -4% | -$67.9K | 0.46% | 57 |
|
|
2022
Q4 | $1.83M | Sell |
5,909
-25
| -0.4% | -$7.72K | 0.49% | 52 |
|
|
2022
Q3 | $1.58M | Buy |
5,934
+160
| +3% | +$42.7K | 0.46% | 55 |
|
|
2022
Q2 | $1.58M | Buy |
5,774
+979
| +20% | +$267K | 0.44% | 57 |
|
|
2022
Q1 | $1.69M | Sell |
4,795
-10
| -0.2% | -$3.53K | 0.39% | 60 |
|
|
2021
Q4 | $1.44M | Buy |
4,805
+78
| +2% | +$23.3K | 0.32% | 64 |
|
|
2021
Q3 | $1.29M | Hold |
4,727
| – | – | 0.32% | 61 |
|
|
2021
Q2 | $1.31M | Sell |
4,727
-50
| -1% | -$13.9K | 0.34% | 59 |
|
|
2021
Q1 | $1.22M | Hold |
4,777
| – | – | 0.33% | 60 |
|
|
2020
Q4 | $1.11M | Sell |
4,777
-60
| -1% | -$13.9K | 0.32% | 62 |
|
|
2020
Q3 | $1.03M | Sell |
4,837
-973
| -17% | -$207K | 0.33% | 61 |
|
|
2020
Q2 | $1.04M | Hold |
5,810
| – | – | 0.35% | 60 |
|
|
2020
Q1 | $1.06M | Buy |
5,810
+431
| +8% | +$78.8K | 0.41% | 59 |
|
|
2019
Q4 | $1.22M | Sell |
5,379
-375
| -7% | -$84.9K | 0.39% | 59 |
|
|
2019
Q3 | $1.2M | Sell |
5,754
-165
| -3% | -$34.3K | 0.37% | 60 |
|
|
2019
Q2 | $1.26M | Buy |
5,919
+183
| +3% | +$39K | 0.36% | 62 |
|
|
2019
Q1 | $1.15M | Sell |
5,736
-174
| -3% | -$34.9K | 0.35% | 65 |
|
|
2018
Q4 | $1.21M | Sell |
5,910
-305
| -5% | -$62.2K | 0.42% | 61 |
|
|
2018
Q3 | $1.33M | Buy |
6,215
+100
| +2% | +$21.4K | 0.42% | 59 |
|
|
2018
Q2 | $1.14M | Sell |
6,115
-425
| -6% | -$79.3K | 0.38% | 64 |
|
|
2018
Q1 | $1.31M | Buy |
+6,540
| New | +$1.31M | 0.29% | 84 |
|
|
2017
Q4 | – | Sell |
-6,023
| Closed | -$1.1M | – | 990 |
|
|
2017
Q3 | $1.1M | Buy |
6,023
+370
| +7% | +$67.8K | 0.23% | 93 |
|
|
2017
Q2 | $958K | Buy |
5,653
+140
| +3% | +$23.7K | 0.21% | 101 |
|
|
2017
Q1 | $919K | Buy |
5,513
+150
| +3% | +$25K | 0.22% | 95 |
|
|
2016
Q4 | $874K | Sell |
5,363
-30
| -0.6% | -$4.89K | 0.23% | 91 |
|
|
2016
Q3 | $779K | Buy |
5,393
+453
| +9% | +$65.4K | 0.23% | 94 |
|
|
2016
Q2 | $715K | Buy |
4,940
+741
| +18% | +$107K | 0.24% | 89 |
|
|
2016
Q1 | $596K | Sell |
4,199
-1,075
| -20% | -$153K | 0.29% | 81 |
|
|
2015
Q4 | $696K | Sell |
5,274
-361
| -6% | -$47.6K | 0.39% | 72 |
|
|
2015
Q3 | $735K | Buy |
5,635
+705
| +14% | +$92K | 0.44% | 67 |
|
|
2015
Q2 | $672K | Buy |
4,930
+325
| +7% | +$44.3K | 0.4% | 71 |
|
|
2015
Q1 | $665K | Sell |
4,605
-283
| -6% | -$40.9K | 0.4% | 74 |
|
|
2014
Q4 | $733K | Buy |
+4,888
| New | +$733K | 0.43% | 70 |
|