Pacific Sun Financial’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 | $6.2M | Buy |
12,755
+618
| +5% | +$300K | 3.24% | 3 |
|
2025
Q1 | $6.46M | Sell |
12,137
-77
| -0.6% | -$41K | 3.68% | 3 |
|
2024
Q4 | $5.54M | Buy |
12,214
+167
| +1% | +$75.7K | 3.02% | 3 |
|
2024
Q3 | $5.54M | Sell |
12,047
-148
| -1% | -$68.1K | 3.06% | 3 |
|
2024
Q2 | $4.96M | Buy |
12,195
+8
| +0.1% | +$3.25K | 2.93% | 3 |
|
2024
Q1 | $5.12M | Sell |
12,187
-79
| -0.6% | -$33.2K | 2.98% | 3 |
|
2023
Q4 | $4.37M | Sell |
12,266
-198
| -2% | -$70.6K | 2.76% | 4 |
|
2023
Q3 | $4.37M | Sell |
12,464
-137
| -1% | -$48K | 3.03% | 3 |
|
2023
Q2 | $3.89M | Buy |
+12,601
| New | +$3.89M | 2.6% | 4 |
|
2022
Q4 | $3.7M | Sell |
11,964
-319
| -3% | -$98.5K | 2.6% | 4 |
|
2022
Q3 | $3.28M | Sell |
12,283
-331
| -3% | -$88.4K | 2.3% | 5 |
|
2022
Q2 | $3.44M | Buy |
12,614
+198
| +2% | +$54.1K | 2.27% | 5 |
|
2022
Q1 | $4.38M | Sell |
12,416
-55
| -0.4% | -$19.4K | 2.4% | 4 |
|
2021
Q4 | $3.73M | Sell |
12,471
-71
| -0.6% | -$21.2K | 1.99% | 5 |
|
2021
Q3 | $3.42M | Buy |
+12,542
| New | +$3.42M | 1.97% | 6 |
|
2018
Q2 | – | Sell |
-5,200
| Closed | -$1.04M | – | 125 |
|
2018
Q1 | $1.04M | Sell |
5,200
-23,922
| -82% | -$4.77M | 1.37% | 16 |
|
2017
Q4 | $5.77M | Buy |
+29,122
| New | +$5.77M | 3.16% | 1 |
|