PBMares 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 | $1.66M | Sell |
3,410
-363
| -10% | -$176K | 0.3% | 43 |
|
|
2025
Q1 | $2.01M | Sell |
3,773
-110
| -3% | -$58.6K | 0.4% | 37 |
|
|
2024
Q4 | $1.76M | Buy |
3,883
+167
| +4% | +$75.7K | 0.36% | 40 |
|
|
2024
Q3 | $1.71M | Buy |
3,716
+63
| +2% | +$29K | 0.36% | 39 |
|
|
2024
Q2 | $1.49M | Sell |
3,653
-51
| -1% | -$20.7K | 0.36% | 43 |
|
|
2024
Q1 | $1.56M | Sell |
3,704
-80
| -2% | -$33.6K | 0.41% | 43 |
|
|
2023
Q4 | $1.35M | Sell |
3,784
-72
| -2% | -$25.7K | 0.41% | 43 |
|
|
2023
Q3 | $1.35M | Buy |
3,856
+6
| +0.2% | +$2.1K | 0.49% | 41 |
|
|
2023
Q2 | $1.31M | Buy |
3,850
+275
| +8% | +$93.8K | 0.47% | 42 |
|
|
2023
Q1 | $1.1M | Buy |
3,575
+44
| +1% | +$13.6K | 0.41% | 44 |
|
|
2022
Q4 | $1.09M | Sell |
3,531
-484
| -12% | -$150K | 0.44% | 45 |
|
|
2022
Q3 | $1.07M | Buy |
4,015
+14
| +0.3% | +$3.74K | 0.47% | 41 |
|
|
2022
Q2 | $1.09M | Hold |
4,001
| – | – | 0.47% | 43 |
|
|
2022
Q1 | $1.41M | Buy |
4,001
+1,255
| +46% | +$443K | 0.87% | 22 |
|
|
2021
Q4 | $821K | Hold |
2,746
| – | – | 0.35% | 60 |
|
|
2021
Q3 | $749K | Hold |
2,746
| – | – | 0.36% | 64 |
|
|
2021
Q2 | $763K | Hold |
2,746
| – | – | 0.42% | 63 |
|
|
2021
Q1 | $702K | Buy |
2,746
+94
| +4% | +$24K | 0.57% | 61 |
|
|
2020
Q4 | $615K | Hold |
2,652
| – | – | 0.71% | 55 |
|
|
2020
Q3 | $565K | Hold |
2,652
| – | – | 0.83% | 46 |
|
|
2020
Q2 | $473K | Hold |
2,652
| – | – | 0.71% | 51 |
|
|
2020
Q1 | $485K | Sell |
2,652
-966
| -27% | -$177K | 0.76% | 43 |
|
|
2019
Q4 | $819K | Buy |
+3,618
| New | +$819K | 0.98% | 31 |
|