Pacific Wealth Management’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 | $297K | Hold |
612
| – | – | 0.15% | 19 |
|
|
2025
Q1 | $326K | Hold |
612
| – | – | 0.18% | 14 |
|
|
2024
Q4 | $277K | Hold |
612
| – | – | 0.15% | 17 |
|
|
2024
Q3 | $282K | Hold |
612
| – | – | 0.13% | 17 |
|
|
2024
Q2 | $249K | Hold |
612
| – | – | 0.13% | 18 |
|
|
2024
Q1 | $218K | Hold |
612
| – | – | 0.12% | 24 |
|
|
2023
Q4 | $218K | Hold |
612
| – | – | 0.12% | 24 |
|
|
2023
Q3 | $214K | Hold |
612
| – | – | 0.14% | 25 |
|
|
2023
Q2 | $209K | Buy |
+612
| New | +$209K | 0.14% | 27 |
|
|
2022
Q2 | – | Sell |
-612
| Closed | -$216K | – | 16 |
|
|
2022
Q1 | $216K | Buy |
+612
| New | +$216K | 0.19% | 13 |
|