PA
Perennial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-24,448
| Closed | -$8.63M | – | 90 |
|
|
2022
Q1 | $8.63M | Buy |
24,448
+474
| +2% | +$167K | 2.29% | 12 |
|
|
2021
Q4 | $7.17M | Buy |
23,974
+1,875
| +8% | +$561K | 1.93% | 24 |
|
|
2021
Q3 | $6.03M | Buy |
22,099
+451
| +2% | +$123K | 1.78% | 26 |
|
|
2021
Q2 | $6.02M | Buy |
21,648
+358
| +2% | +$99.5K | 1.75% | 28 |
|
|
2021
Q1 | $5.44M | Buy |
21,290
+1,185
| +6% | +$303K | 1.71% | 27 |
|
|
2020
Q4 | $4.66M | Buy |
20,105
+316
| +2% | +$73.3K | 1.64% | 29 |
|
|
2020
Q3 | $4.21M | Buy |
19,789
+166
| +0.8% | +$35.3K | 1.72% | 30 |
|
|
2020
Q2 | $3.5M | Buy |
19,623
+523
| +3% | +$93.4K | 1.49% | 31 |
|
|
2020
Q1 | $3.49M | Buy |
19,100
+684
| +4% | +$125K | 1.95% | 24 |
|
|
2019
Q4 | $4.17M | Sell |
18,416
-363
| -2% | -$82.2K | 2% | 18 |
|
|
2019
Q3 | $3.91M | Buy |
18,779
+1,046
| +6% | +$218K | 2.02% | 17 |
|
|
2019
Q2 | $3.78M | Buy |
17,733
+778
| +5% | +$166K | 2.01% | 19 |
|
|
2019
Q1 | $3.41M | Buy |
16,955
+592
| +4% | +$119K | 1.94% | 20 |
|
|
2018
Q4 | $3.34M | Buy |
16,363
+756
| +5% | +$154K | 2.16% | 15 |
|
|
2018
Q3 | $3.34M | Buy |
15,607
+148
| +1% | +$31.7K | 1.92% | 19 |
|
|
2018
Q2 | $2.89M | Buy |
15,459
+204
| +1% | +$38.1K | 1.78% | 20 |
|
|
2018
Q1 | $3.04M | Buy |
15,255
+166
| +1% | +$33.1K | 1.92% | 17 |
|
|
2017
Q4 | $2.99M | Sell |
15,089
-287
| -2% | -$56.9K | 1.86% | 20 |
|
|
2017
Q3 | $2.82M | Buy |
15,376
+538
| +4% | +$98.6K | 1.91% | 20 |
|
|
2017
Q2 | $2.51M | Buy |
14,838
+473
| +3% | +$80.1K | 1.82% | 21 |
|
|
2017
Q1 | $2.39M | Buy |
14,365
+1,496
| +12% | +$249K | 1.84% | 19 |
|
|
2016
Q4 | $2.1M | Buy |
+12,869
| New | +$2.1M | 1.74% | 23 |
|