PDS Planning’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 | $13.2M | Buy |
27,135
+1,639
| +6% | +$796K | 0.98% | 23 |
|
|
2025
Q1 | $13.6M | Buy |
25,496
+4,006
| +19% | +$2.13M | 1.14% | 22 |
|
|
2024
Q4 | $9.74M | Sell |
21,490
-228
| -1% | -$103K | 0.87% | 27 |
|
|
2024
Q3 | $10M | Buy |
21,718
+765
| +4% | +$352K | 0.9% | 24 |
|
|
2024
Q2 | $8.52M | Buy |
20,953
+122
| +0.6% | +$49.6K | 0.86% | 24 |
|
|
2024
Q1 | $8.76M | Buy |
20,831
+353
| +2% | +$148K | 0.92% | 23 |
|
|
2023
Q4 | $7.3M | Buy |
20,478
+740
| +4% | +$264K | 0.83% | 25 |
|
|
2023
Q3 | $6.91M | Buy |
19,738
+268
| +1% | +$93.9K | 0.89% | 23 |
|
|
2023
Q2 | $6.64M | Buy |
19,470
+568
| +3% | +$194K | 0.85% | 24 |
|
|
2023
Q1 | $5.84M | Buy |
18,902
+1,582
| +9% | +$488K | 0.8% | 27 |
|
|
2022
Q4 | $5.35M | Buy |
17,320
+137
| +0.8% | +$42.3K | 0.86% | 28 |
|
|
2022
Q3 | $4.59M | Sell |
17,183
-69
| -0.4% | -$18.4K | 0.84% | 27 |
|
|
2022
Q2 | $4.71M | Sell |
17,252
-243
| -1% | -$66.3K | 0.85% | 27 |
|
|
2022
Q1 | $6.17M | Buy |
17,495
+864
| +5% | +$305K | 1.09% | 20 |
|
|
2021
Q4 | $4.97M | Buy |
16,631
+85
| +0.5% | +$25.4K | 0.95% | 22 |
|
|
2021
Q3 | $4.52M | Sell |
16,546
-125
| -0.7% | -$34.1K | 1.04% | 21 |
|
|
2021
Q2 | $4.63M | Buy |
16,671
+270
| +2% | +$75K | 1.13% | 18 |
|
|
2021
Q1 | $4.19M | Sell |
16,401
-50
| -0.3% | -$12.8K | 1.22% | 20 |
|
|
2020
Q4 | $3.81M | Buy |
16,451
+4,278
| +35% | +$992K | 1.31% | 24 |
|
|
2020
Q3 | $2.59M | Buy |
12,173
+812
| +7% | +$173K | 1.06% | 33 |
|
|
2020
Q2 | $2.03M | Sell |
11,361
-22
| -0.2% | -$3.93K | 0.92% | 35 |
|
|
2020
Q1 | $2.08M | Buy |
11,383
+3,765
| +49% | +$688K | 1.33% | 22 |
|
|
2019
Q4 | $1.73M | Sell |
7,618
-366
| -5% | -$82.9K | 1.09% | 25 |
|
|
2019
Q3 | $1.66M | Buy |
7,984
+84
| +1% | +$17.5K | 1.15% | 23 |
|
|
2019
Q2 | $1.68M | Sell |
7,900
-285
| -3% | -$60.8K | 1.25% | 23 |
|
|
2019
Q1 | $1.64M | Sell |
8,185
-68
| -0.8% | -$13.7K | 1.28% | 22 |
|
|
2018
Q4 | $1.69M | Buy |
8,253
+1,206
| +17% | +$246K | 1.45% | 21 |
|
|
2018
Q3 | $1.51M | Sell |
7,047
-557
| -7% | -$119K | 1.29% | 21 |
|
|
2018
Q2 | $1.42M | Buy |
7,604
+61
| +0.8% | +$11.4K | 1.4% | 20 |
|
|
2018
Q1 | $1.51M | Buy |
7,543
+1,713
| +29% | +$342K | 1.52% | 19 |
|
|
2017
Q4 | $1.16M | Buy |
+5,830
| New | +$1.16M | 1.17% | 23 |
|