Pacific Capital 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 | – | Sell |
-517
| Closed | -$276K | – | 77 |
|
|
2025
Q1 | $276K | Sell |
517
-65
| -11% | -$34.6K | 0.05% | 70 |
|
|
2024
Q4 | $264K | Sell |
582
-9
| -2% | -$4.08K | 0.04% | 69 |
|
|
2024
Q3 | $272K | Buy |
591
+157
| +36% | +$72.3K | 0.05% | 64 |
|
|
2024
Q2 | $177K | Buy |
434
+247
| +132% | +$101K | 0.03% | 77 |
|
|
2024
Q1 | $78.8K | Hold |
187
| – | – | 0.02% | 102 |
|
|
2023
Q4 | $66.8K | Buy |
+187
| New | +$66.8K | 0.02% | 112 |
|
|
2022
Q4 | – | Sell |
-1,465
| Closed | -$391K | – | 90 |
|
|
2022
Q3 | $391K | Buy |
+1,465
| New | +$391K | 0.11% | 62 |
|
|
2020
Q4 | – | Sell |
-125
| Closed | -$27K | – | 84 |
|
|
2020
Q3 | $27K | Buy |
+125
| New | +$27K | 0.02% | 132 |
|