Peoples Financial Services Corp’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 | $2.97M | Sell |
6,120
-591
| -9% | -$287K | 1.47% | 16 |
|
|
2025
Q1 | $3.57M | Sell |
6,711
-109
| -2% | -$58.1K | 1.72% | 12 |
|
|
2024
Q4 | $3.09M | Hold |
6,820
| – | – | 1.43% | 15 |
|
|
2024
Q3 | $3.14M | Sell |
6,820
-29
| -0.4% | -$13.3K | 1.42% | 16 |
|
|
2024
Q2 | $2.79M | Sell |
6,849
-184
| -3% | -$74.8K | 1.26% | 18 |
|
|
2024
Q1 | $2.96M | Sell |
7,033
-393
| -5% | -$165K | 1.28% | 20 |
|
|
2023
Q4 | $2.65M | Hold |
7,426
| – | – | 1.15% | 20 |
|
|
2023
Q3 | $2.6M | Sell |
7,426
-553
| -7% | -$194K | 1.23% | 20 |
|
|
2023
Q2 | $2.72M | Sell |
7,979
-274
| -3% | -$93.4K | 1.22% | 21 |
|
|
2023
Q1 | $2.55M | Sell |
8,253
-168
| -2% | -$51.9K | 1.19% | 20 |
|
|
2022
Q4 | $2.6M | Sell |
8,421
-53
| -0.6% | -$16.4K | 1.22% | 18 |
|
|
2022
Q3 | $2.26M | Buy |
8,474
+38
| +0.5% | +$10.1K | 1.17% | 21 |
|
|
2022
Q2 | $2.3M | Buy |
8,436
+162
| +2% | +$44.2K | 1.09% | 23 |
|
|
2022
Q1 | $2.92M | Sell |
8,274
-476
| -5% | -$168K | 1.26% | 19 |
|
|
2021
Q4 | $2.62M | Hold |
8,750
| – | – | 1.02% | 25 |
|
|
2021
Q3 | $2.39M | Sell |
8,750
-250
| -3% | -$68.3K | 1.01% | 26 |
|
|
2021
Q2 | $2.5M | Buy |
9,000
+685
| +8% | +$190K | 1.05% | 26 |
|
|
2021
Q1 | $2.12M | Sell |
8,315
-530
| -6% | -$135K | 0.92% | 32 |
|
|
2020
Q4 | $2.05M | Hold |
8,845
| – | – | 0.94% | 32 |
|
|
2020
Q3 | $1.88M | Hold |
8,845
| – | – | 0.95% | 29 |
|
|
2020
Q2 | $1.58M | Sell |
8,845
-200
| -2% | -$35.7K | 0.83% | 38 |
|
|
2020
Q1 | $1.65M | Buy |
9,045
+180
| +2% | +$32.9K | 0.97% | 29 |
|
|
2019
Q4 | $2.01M | Buy |
8,865
+380
| +4% | +$86.1K | 0.95% | 33 |
|
|
2019
Q3 | $1.77M | Sell |
8,485
-120
| -1% | -$25K | 0.88% | 34 |
|
|
2019
Q2 | $1.84M | Sell |
8,605
-100
| -1% | -$21.3K | 0.93% | 32 |
|
|
2019
Q1 | $1.75M | Hold |
8,705
| – | – | 0.89% | 35 |
|
|
2018
Q4 | $1.78M | Buy |
8,705
+350
| +4% | +$71.5K | 1.01% | 31 |
|
|
2018
Q3 | $1.79M | Buy |
8,355
+2,680
| +47% | +$574K | 0.9% | 36 |
|
|
2018
Q2 | $1.06M | Buy |
5,675
+700
| +14% | +$131K | 0.59% | 54 |
|
|
2018
Q1 | $992K | Hold |
4,975
| – | – | 0.57% | 54 |
|
|
2017
Q4 | $987K | Hold |
4,975
| – | – | 0.54% | 56 |
|
|
2017
Q3 | $912K | Hold |
4,975
| – | – | 0.52% | 56 |
|
|
2017
Q2 | $842K | Hold |
4,975
| – | – | 0.49% | 61 |
|
|
2017
Q1 | $829K | Sell |
4,975
-500
| -9% | -$83.3K | 0.49% | 61 |
|
|
2016
Q4 | $793K | Buy |
5,475
+100
| +2% | +$14.5K | 0.49% | 57 |
|
|
2016
Q3 | $776K | Sell |
5,375
-100
| -2% | -$14.4K | 0.48% | 60 |
|
|
2016
Q2 | $793K | Hold |
5,475
| – | – | 0.49% | 57 |
|
|
2016
Q1 | $777K | Sell |
5,475
-100
| -2% | -$14.2K | 0.49% | 58 |
|
|
2015
Q4 | $736K | Buy |
5,575
+400
| +8% | +$52.8K | 0.49% | 59 |
|
|
2015
Q3 | $675K | Buy |
5,175
+325
| +7% | +$42.4K | 0.48% | 63 |
|
|
2015
Q2 | $661K | Hold |
4,850
| – | – | 0.44% | 67 |
|
|
2015
Q1 | $700K | Sell |
4,850
-600
| -11% | -$86.6K | 0.46% | 64 |
|
|
2014
Q4 | $818K | Buy |
5,450
+50
| +0.9% | +$7.51K | 0.53% | 56 |
|
|
2014
Q3 | $746K | Sell |
5,400
-100
| -2% | -$13.8K | 0.5% | 56 |
|
|
2014
Q2 | $697K | Hold |
5,500
| – | – | 0.44% | 64 |
|
|
2014
Q1 | $687K | Sell |
5,500
-100
| -2% | -$12.5K | 0.51% | 59 |
|
|
2013
Q4 | $664K | Buy |
+5,600
| New | +$664K | 0.44% | 66 |
|