Peak Financial 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 | $340K | Buy |
700
+7
| +1% | +$3.4K | 0.1% | 69 |
|
|
2025
Q1 | $369K | Sell |
693
-350
| -34% | -$186K | 0.11% | 65 |
|
|
2024
Q4 | $473K | Sell |
1,043
-250
| -19% | -$113K | 0.14% | 58 |
|
|
2024
Q3 | $595K | Buy |
1,293
+200
| +18% | +$92.1K | 0.17% | 52 |
|
|
2024
Q2 | $445K | Buy |
1,093
+400
| +58% | +$163K | 0.14% | 57 |
|
|
2024
Q1 | $291K | Buy |
693
+40
| +6% | +$16.8K | 0.09% | 73 |
|
|
2023
Q4 | $233K | Buy |
+653
| New | +$233K | 0.08% | 75 |
|