Panoramic Investment 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 | $2.97M | Sell |
6,120
-168
| -3% | -$81.6K | 1.83% | 15 |
|
|
2025
Q1 | $3.35M | Buy |
6,288
+663
| +12% | +$353K | 2.26% | 8 |
|
|
2024
Q4 | $2.55M | Buy |
5,625
+587
| +12% | +$266K | 1.66% | 17 |
|
|
2024
Q3 | $2.32M | Buy |
+5,038
| New | +$2.32M | 1.6% | 17 |
|
|
2024
Q1 | $1.81M | Sell |
4,312
-115
| -3% | -$48.4K | 1.34% | 20 |
|
|
2023
Q4 | $1.58M | Sell |
4,427
-568
| -11% | -$203K | 1.37% | 21 |
|
|
2023
Q3 | $1.75M | Buy |
+4,995
| New | +$1.75M | 1.61% | 18 |
|
|
2022
Q4 | $1.95M | Buy |
+6,299
| New | +$1.95M | 2% | 14 |
|