PCG Wealth 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 | $457K | Buy |
940
+201
| +27% | +$97.6K | 0.23% | 58 |
|
|
2025
Q1 | $394K | Buy |
739
+138
| +23% | +$73.5K | 0.14% | 99 |
|
|
2024
Q4 | $272K | Buy |
601
+38
| +7% | +$17.2K | 0.1% | 104 |
|
|
2024
Q3 | $259K | Hold |
563
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $229K | Sell |
563
-42
| -7% | -$17.1K | 0.1% | 107 |
|
|
2024
Q1 | $254K | Hold |
605
| – | – | 0.12% | 99 |
|
|
2023
Q4 | $216K | Hold |
605
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $212K | Hold |
605
| – | – | 0.14% | 92 |
|
|
2023
Q2 | $206K | Sell |
605
-71
| -11% | -$24.2K | 0.13% | 99 |
|
|
2023
Q1 | $209K | Hold |
676
| – | – | 0.13% | 101 |
|
|
2022
Q4 | $209K | Sell |
676
-634
| -48% | -$196K | 0.13% | 99 |
|
|
2022
Q3 | $351K | Buy |
+1,310
| New | +$351K | 0.13% | 90 |
|
|
2022
Q2 | – | Sell |
-593
| Closed | -$209K | – | 90 |
|
|
2022
Q1 | $209K | Buy |
+593
| New | +$209K | 0.13% | 78 |
|