Paces Ferry Wealth Advisors’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 | $1.58M | Sell |
3,249
-18
| -0.6% | -$8.74K | 0.73% | 31 |
|
|
2025
Q1 | $1.74M | Buy |
3,267
+4
| +0.1% | +$2.13K | 0.87% | 27 |
|
|
2024
Q4 | $1.48M | Buy |
3,263
+6
| +0.2% | +$2.72K | 0.72% | 33 |
|
|
2024
Q3 | $1.5M | Buy |
3,257
+8
| +0.2% | +$3.68K | 0.86% | 29 |
|
|
2024
Q2 | $1.32M | Sell |
3,249
-3
| -0.1% | -$1.22K | 0.8% | 29 |
|
|
2024
Q1 | $1.37M | Sell |
3,252
-22
| -0.7% | -$9.25K | 0.88% | 31 |
|
|
2023
Q4 | $1.17M | Buy |
3,274
+5
| +0.2% | +$1.78K | 0.81% | 34 |
|
|
2023
Q3 | $1.15M | Sell |
3,269
-2
| -0.1% | -$701 | 0.91% | 31 |
|
|
2023
Q2 | $1.12M | Buy |
3,271
+21
| +0.6% | +$7.16K | 0.84% | 32 |
|
|
2023
Q1 | $1M | Buy |
3,250
+90
| +3% | +$27.8K | 0.81% | 32 |
|
|
2022
Q4 | $976K | Sell |
3,160
-6
| -0.2% | -$1.85K | 0.95% | 27 |
|
|
2022
Q3 | $845K | Sell |
3,166
-2
| -0.1% | -$534 | 0.92% | 28 |
|
|
2022
Q2 | $865K | Sell |
3,168
-78
| -2% | -$21.3K | 0.85% | 31 |
|
|
2022
Q1 | $1.15M | Sell |
3,246
-161
| -5% | -$56.8K | 0.91% | 28 |
|
|
2021
Q4 | $1.02M | Sell |
3,407
-266
| -7% | -$79.6K | 0.73% | 33 |
|
|
2021
Q3 | $1M | Sell |
3,673
-105
| -3% | -$28.7K | 0.8% | 32 |
|
|
2021
Q2 | $1.05M | Buy |
3,778
+38
| +1% | +$10.6K | 0.8% | 33 |
|
|
2021
Q1 | $955K | Sell |
3,740
-55
| -1% | -$14K | 0.83% | 32 |
|
|
2020
Q4 | $880K | Sell |
3,795
-547
| -13% | -$127K | 0.8% | 34 |
|
|
2020
Q3 | $925K | Buy |
+4,342
| New | +$925K | 0.81% | 31 |
|