Pacific Center for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Sell |
8,672
-123
| -1% | -$59.8K | 1.14% | 14 |
|
|
2025
Q1 | $4.68M | Buy |
8,795
+1
| +0% | +$533 | 1.24% | 13 |
|
|
2024
Q4 | $3.99M | Sell |
8,794
-47
| -0.5% | -$21.3K | 1.03% | 16 |
|
|
2024
Q3 | $4.07M | Buy |
8,841
+317
| +4% | +$146K | 1.07% | 16 |
|
|
2024
Q2 | $3.47M | Buy |
8,524
+165
| +2% | +$67.1K | 0.97% | 16 |
|
|
2024
Q1 | $3.52M | Buy |
8,359
+242
| +3% | +$102K | 1% | 16 |
|
|
2023
Q4 | $2.9M | Sell |
8,117
-248
| -3% | -$88.5K | 0.91% | 16 |
|
|
2023
Q3 | $2.93M | Buy |
8,365
+417
| +5% | +$146K | 1% | 17 |
|
|
2023
Q2 | $2.71M | Sell |
7,948
-93
| -1% | -$31.7K | 0.89% | 19 |
|
|
2023
Q1 | $2.48M | Buy |
+8,041
| New | +$2.48M | 0.86% | 20 |
|
|
2022
Q3 | $1.85M | Sell |
6,928
-27
| -0.4% | -$7.21K | 0.72% | 20 |
|
|
2022
Q2 | $1.9M | Sell |
6,955
-1
| -0% | -$273 | 0.78% | 19 |
|
|
2022
Q1 | $2.46M | Sell |
6,956
-418
| -6% | -$148K | 0.88% | 18 |
|
|
2021
Q4 | $2.21M | Buy |
7,374
+407
| +6% | +$122K | 0.89% | 13 |
|
|
2021
Q3 | $1.9M | Buy |
6,967
+3,539
| +103% | +$966K | 0.83% | 15 |
|
|
2021
Q2 | $953K | Hold |
3,428
| – | – | 0.42% | 22 |
|
|
2021
Q1 | $876K | Sell |
3,428
-134
| -4% | -$34.2K | 0.42% | 24 |
|
|
2020
Q4 | $826K | Hold |
3,562
| – | – | 0.31% | 24 |
|
|
2020
Q3 | $758K | Hold |
3,562
| – | – | 0.31% | 24 |
|
|
2020
Q2 | $636K | Hold |
3,562
| – | – | 0.31% | 23 |
|
|
2020
Q1 | $651K | Sell |
3,562
-214
| -6% | -$39.1K | 0.41% | 21 |
|
|
2019
Q4 | $855K | Sell |
3,776
-789
| -17% | -$179K | 0.38% | 22 |
|
|
2019
Q3 | $950K | Buy |
4,565
+1,450
| +47% | +$302K | 0.46% | 21 |
|
|
2019
Q2 | $664K | Hold |
3,115
| – | – | 0.34% | 23 |
|
|
2019
Q1 | $626K | Hold |
3,115
| – | – | 0.34% | 22 |
|
|
2018
Q4 | $636K | Hold |
3,115
| – | – | 0.34% | 23 |
|
|
2018
Q3 | $667K | Buy |
3,115
+68
| +2% | +$14.6K | 0.33% | 24 |
|
|
2018
Q2 | $569K | Hold |
3,047
| – | – | 0.33% | 24 |
|
|
2018
Q1 | $608K | Buy |
3,047
+987
| +48% | +$197K | 0.37% | 23 |
|
|
2017
Q4 | $408K | Hold |
2,060
| – | – | 0.25% | 29 |
|
|
2017
Q3 | $378K | Hold |
2,060
| – | – | 0.24% | 30 |
|
|
2017
Q2 | $349K | Hold |
2,060
| – | – | 0.23% | 29 |
|
|
2017
Q1 | $343K | Sell |
2,060
-139
| -6% | -$23.1K | 0.24% | 30 |
|
|
2016
Q4 | $358K | Buy |
+2,199
| New | +$358K | 0.27% | 29 |
|