PDM
Penn Davis McFarland’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Hold |
645
| – | – | 0.04% | 69 |
|
|
2025
Q1 | $344K | Sell |
645
-352
| -35% | -$187K | 0.04% | 66 |
|
|
2024
Q4 | $452K | Sell |
997
-4
| -0.4% | -$1.81K | 0.05% | 69 |
|
|
2024
Q3 | $461K | Buy |
1,001
+243
| +32% | +$112K | 0.05% | 68 |
|
|
2024
Q2 | $308K | Hold |
758
| – | – | 0.05% | 43 |
|
|
2024
Q1 | $319K | Hold |
758
| – | – | 0.05% | 43 |
|
|
2023
Q4 | $270K | Hold |
758
| – | – | 0.05% | 43 |
|
|
2023
Q3 | $266K | Buy |
+758
| New | +$266K | 0.05% | 44 |
|
|
2021
Q2 | – | Sell |
-1,125
| Closed | -$287K | – | 50 |
|
|
2021
Q1 | $287K | Hold |
1,125
| – | – | 0.05% | 40 |
|
|
2020
Q4 | $261K | Hold |
1,125
| – | – | 0.06% | 42 |
|
|
2020
Q3 | $240K | Hold |
1,125
| – | – | 0.06% | 41 |
|
|
2020
Q2 | $201K | Hold |
1,125
| – | – | 0.05% | 42 |
|
|
2020
Q1 | $206K | Hold |
1,125
| – | – | 0.07% | 38 |
|
|
2019
Q4 | $255K | Hold |
1,125
| – | – | 0.08% | 37 |
|
|
2019
Q3 | $234K | Buy |
+1,125
| New | +$234K | 0.07% | 35 |
|