Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.46M | Buy |
3,216
+130
| +4% | +$58.9K | 0.25% | 40 |
|
|
2024
Q3 | $1.44M | Buy |
3,086
+64
| +2% | +$29.8K | 0.25% | 38 |
|
|
2024
Q2 | $1.28M | Buy |
3,022
+9
| +0.3% | +$3.82K | 0.24% | 40 |
|
|
2024
Q1 | $1.27M | Buy |
3,013
+13
| +0.4% | +$5.47K | 0.25% | 41 |
|
|
2023
Q4 | $1.07M | Buy |
3,000
+36
| +1% | +$12.8K | 0.22% | 44 |
|
|
2023
Q3 | $998K | Buy |
2,964
+66
| +2% | +$22.2K | 0.23% | 39 |
|
|
2023
Q2 | $988K | Buy |
2,898
+193
| +7% | +$65.8K | 0.26% | 36 |
|
|
2023
Q1 | $835K | Buy |
2,705
+93
| +4% | +$28.7K | 0.24% | 36 |
|
|
2022
Q4 | $807K | Buy |
2,612
+126
| +5% | +$38.9K | 0.25% | 34 |
|
|
2022
Q3 | $664K | Buy |
2,486
+2
| +0.1% | +$534 | 0.23% | 34 |
|
|
2022
Q2 | $678K | Buy |
2,484
+30
| +1% | +$8.19K | 0.23% | 31 |
|
|
2022
Q1 | $866K | Buy |
2,454
+70
| +3% | +$24.7K | 0.25% | 29 |
|
|
2021
Q4 | $713K | Buy |
+2,384
| New | +$713K | 0.19% | 30 |
|
|
2020
Q4 | – | Sell |
-1,886
| Closed | -$402K | – | 25 |
|
|
2020
Q3 | $402K | Hold |
1,886
| – | – | 0.17% | 34 |
|
|
2020
Q2 | $337K | Buy |
1,886
+565
| +43% | +$101K | 0.16% | 34 |
|
|
2020
Q1 | $242K | Buy |
1,321
+364
| +38% | +$66.7K | 0.14% | 36 |
|
|
2019
Q4 | $217K | Buy |
+957
| New | +$217K | 0.1% | 40 |
|
|
2019
Q3 | – | Sell |
-957
| Closed | -$204K | – | 39 |
|
|
2019
Q2 | $204K | Buy |
+957
| New | +$204K | 0.1% | 29 |
|
|
2018
Q4 | – | Sell |
-957
| Closed | -$205K | – | 28 |
|
|
2018
Q3 | $205K | Buy |
+957
| New | +$205K | 0.11% | 31 |
|