Patriot Financial Group Insurance Agency’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 | $11.7M | Buy |
24,087
+3,761
| +19% | +$1.83M | 1.34% | 10 |
|
|
2025
Q1 | $10.8M | Buy |
20,326
+1,177
| +6% | +$627K | 1.45% | 7 |
|
|
2024
Q4 | $8.68M | Buy |
19,149
+1,217
| +7% | +$552K | 1.16% | 15 |
|
|
2024
Q3 | $8.25M | Buy |
17,932
+863
| +5% | +$397K | 1.11% | 14 |
|
|
2024
Q2 | $6.94M | Buy |
17,069
+454
| +3% | +$185K | 1.02% | 16 |
|
|
2024
Q1 | $6.99M | Buy |
16,615
+1,464
| +10% | +$616K | 1.11% | 16 |
|
|
2023
Q4 | $5.4M | Buy |
15,151
+2,970
| +24% | +$1.06M | 1.02% | 16 |
|
|
2023
Q3 | $4.27M | Buy |
12,181
+1,262
| +12% | +$442K | 0.88% | 16 |
|
|
2023
Q2 | $3.72M | Buy |
10,919
+3,040
| +39% | +$1.04M | 0.7% | 24 |
|
|
2023
Q1 | $2.43M | Buy |
7,879
+1,754
| +29% | +$542K | 0.49% | 41 |
|
|
2022
Q4 | $1.89M | Buy |
6,125
+596
| +11% | +$184K | 0.25% | 42 |
|
|
2022
Q3 | $1.48M | Buy |
5,529
+742
| +16% | +$198K | 0.36% | 63 |
|
|
2022
Q2 | $1.31M | Buy |
4,787
+31
| +0.7% | +$8.46K | 0.27% | 81 |
|
|
2022
Q1 | $1.68M | Sell |
4,756
-757
| -14% | -$267K | 0.3% | 70 |
|
|
2021
Q4 | $1.65M | Sell |
5,513
-2,260
| -29% | -$676K | 0.27% | 75 |
|
|
2021
Q3 | $2.12M | Buy |
7,773
+459
| +6% | +$125K | 0.38% | 49 |
|
|
2021
Q2 | $2.03M | Buy |
7,314
+926
| +14% | +$257K | 0.37% | 55 |
|
|
2021
Q1 | $1.63M | Sell |
6,388
-108
| -2% | -$27.6K | 0.37% | 44 |
|
|
2020
Q4 | $1.51M | Buy |
6,496
+4,258
| +190% | +$987K | 0.38% | 46 |
|
|
2020
Q3 | $477K | Buy |
2,238
+159
| +8% | +$33.9K | 0.16% | 142 |
|
|
2020
Q2 | $371K | Buy |
2,079
+120
| +6% | +$21.4K | 0.14% | 153 |
|
|
2020
Q1 | $358K | Buy |
1,959
+746
| +62% | +$136K | 0.16% | 139 |
|
|
2019
Q4 | $275K | Sell |
1,213
-149
| -11% | -$33.8K | 0.1% | 178 |
|
|
2019
Q3 | $283K | Buy |
1,362
+99
| +8% | +$20.6K | 0.13% | 152 |
|
|
2019
Q2 | $271K | Buy |
1,263
+595
| +89% | +$128K | 0.12% | 148 |
|
|
2019
Q1 | $134K | Buy |
668
+362
| +118% | +$72.6K | 0.07% | 219 |
|
|
2018
Q4 | $62K | Sell |
306
-21
| -6% | -$4.26K | 0.04% | 285 |
|
|
2018
Q3 | $70K | Buy |
327
+77
| +31% | +$16.5K | 0.04% | 252 |
|
|
2018
Q2 | $47K | Sell |
250
-100
| -29% | -$18.8K | 0.05% | 189 |
|
|
2018
Q1 | $68K | Hold |
350
| – | – | 0.05% | 270 |
|
|
2017
Q4 | $70K | Buy |
350
+150
| +75% | +$30K | 0.05% | 249 |
|
|
2017
Q3 | $38K | Hold |
200
| – | – | 0.03% | 295 |
|
|
2017
Q2 | $34K | Hold |
200
| – | – | 0.04% | 307 |
|
|
2017
Q1 | $33K | Hold |
200
| – | – | 0.03% | 282 |
|
|
2016
Q4 | $32K | Buy |
+200
| New | +$32K | 0.04% | 283 |
|