PGWM
Parisi Gray Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
11,620
+5
| +0% | +$2.43K | 1.62% | 17 |
|
|
2025
Q1 | $6.19M | Buy |
11,615
+1,194
| +11% | +$636K | 2.02% | 14 |
|
|
2024
Q4 | $4.72M | Buy |
10,421
+42
| +0.4% | +$19K | 1.5% | 18 |
|
|
2024
Q3 | $4.78M | Sell |
10,379
-31
| -0.3% | -$14.3K | 1.58% | 18 |
|
|
2024
Q2 | $4.23M | Buy |
10,410
+106
| +1% | +$43.1K | 1.52% | 15 |
|
|
2024
Q1 | $4.33M | Buy |
10,304
+30
| +0.3% | +$12.6K | 1.63% | 13 |
|
|
2023
Q4 | $3.66M | Sell |
10,274
-10
| -0.1% | -$3.57K | 1.48% | 16 |
|
|
2023
Q3 | $3.6M | Buy |
10,284
+30
| +0.3% | +$10.5K | 1.64% | 12 |
|
|
2023
Q2 | $3.17M | Buy |
10,254
+3,165
| +45% | +$977K | 1.45% | 20 |
|
|
2023
Q1 | $2.19M | Sell |
7,089
-3,104
| -30% | -$958K | 1.36% | 18 |
|
|
2022
Q4 | $3.15M | Buy |
10,193
+3,108
| +44% | +$960K | 1.55% | 19 |
|
|
2022
Q3 | $1.89M | Sell |
7,085
-3,150
| -31% | -$841K | 1.44% | 15 |
|
|
2022
Q2 | $2.79M | Buy |
10,235
+21
| +0.2% | +$5.73K | 1.46% | 18 |
|
|
2022
Q1 | $3.61M | Sell |
10,214
-63
| -0.6% | -$22.2K | 1.46% | 18 |
|
|
2021
Q4 | $3.07M | Buy |
10,277
+136
| +1% | +$40.7K | 1.15% | 21 |
|
|
2021
Q3 | $2.8M | Buy |
10,141
+2
| +0% | +$551 | 1.16% | 19 |
|
|
2021
Q2 | $2.82M | Sell |
10,139
-115
| -1% | -$32K | 1.03% | 21 |
|
|
2021
Q1 | $2.62M | Buy |
10,254
+211
| +2% | +$53.9K | 1.09% | 21 |
|
|
2020
Q4 | $2.33M | Buy |
10,043
+197
| +2% | +$45.7K | 1.03% | 21 |
|
|
2020
Q3 | $2.1M | Sell |
9,846
-82
| -0.8% | -$17.5K | 1.09% | 19 |
|
|
2020
Q2 | $1.77M | Sell |
9,928
-11
| -0.1% | -$1.96K | 1.02% | 21 |
|
|
2020
Q1 | $1.82M | Buy |
9,939
+257
| +3% | +$47K | 1.29% | 15 |
|
|
2019
Q4 | $2.19M | Buy |
9,682
+161
| +2% | +$36.5K | 1.24% | 17 |
|
|
2019
Q3 | $1.98M | Buy |
9,521
+388
| +4% | +$80.7K | 1.31% | 16 |
|
|
2019
Q2 | $1.95M | Buy |
9,133
+64
| +0.7% | +$13.6K | 1.33% | 15 |
|
|
2019
Q1 | $1.82M | Sell |
9,069
-4
| -0% | -$804 | 1.16% | 16 |
|
|
2018
Q4 | $1.83M | Buy |
9,073
+307
| +4% | +$62K | 1.24% | 14 |
|
|
2018
Q3 | $1.9M | Buy |
8,766
+226
| +3% | +$49K | 1.17% | 15 |
|
|
2018
Q2 | $1.6M | Buy |
8,540
+609
| +8% | +$114K | 1.07% | 20 |
|
|
2018
Q1 | $1.57M | Buy |
7,931
+246
| +3% | +$48.7K | 1.2% | 14 |
|
|
2017
Q4 | $1.52M | Buy |
+7,685
| New | +$1.52M | 1.13% | 18 |
|