PIA
Perennial Investment Advisors’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 | $9.94M | Sell |
20,467
-1,578
| -7% | -$767K | 0.96% | 20 |
|
2025
Q1 | $11.7M | Buy |
22,045
+637
| +3% | +$339K | 1.32% | 17 |
|
2024
Q4 | $9.7M | Buy |
21,408
+9,653
| +82% | +$4.38M | 1.14% | 21 |
|
2024
Q3 | $5.41M | Sell |
11,755
-331
| -3% | -$152K | 0.7% | 32 |
|
2024
Q2 | $4.92M | Sell |
12,086
-779
| -6% | -$317K | 0.7% | 30 |
|
2024
Q1 | $5.41M | Sell |
12,865
-232
| -2% | -$97.6K | 0.82% | 30 |
|
2023
Q4 | $4.67M | Sell |
13,097
-306
| -2% | -$109K | 0.77% | 32 |
|
2023
Q3 | $4.7M | Sell |
13,403
-106
| -0.8% | -$37.1K | 0.85% | 25 |
|
2023
Q2 | $4.61M | Sell |
13,509
-1,152
| -8% | -$393K | 0.81% | 25 |
|
2023
Q1 | $4.53M | Buy |
14,661
+3,798
| +35% | +$1.17M | 0.84% | 25 |
|
2022
Q4 | $3.36M | Sell |
10,863
-5
| -0% | -$1.55K | 1.36% | 12 |
|
2022
Q3 | $2.9M | Sell |
10,868
-2,261
| -17% | -$604K | 1.32% | 14 |
|
2022
Q2 | $3.59M | Buy |
13,129
+214
| +2% | +$58.4K | 1.4% | 14 |
|
2022
Q1 | $4.56M | Buy |
12,915
+565
| +5% | +$199K | 1.44% | 14 |
|
2021
Q4 | $3.7M | Sell |
12,350
-108
| -0.9% | -$32.3K | 1.15% | 14 |
|
2021
Q3 | $3.4M | Sell |
12,458
-37
| -0.3% | -$10.1K | 1.2% | 14 |
|
2021
Q2 | $3.47M | Sell |
12,495
-8
| -0.1% | -$2.22K | 1.27% | 12 |
|
2021
Q1 | $3.19M | Buy |
12,503
+84
| +0.7% | +$21.5K | 1.26% | 13 |
|
2020
Q4 | $2.88M | Sell |
12,419
-40
| -0.3% | -$9.28K | 1.23% | 14 |
|
2020
Q3 | $2.65M | Sell |
12,459
-421
| -3% | -$89.5K | 1.33% | 14 |
|
2020
Q2 | $2.3M | Buy |
12,880
+60
| +0.5% | +$10.7K | 1.56% | 11 |
|
2020
Q1 | $2.35M | Sell |
12,820
-6,710
| -34% | -$1.23M | 2.08% | 11 |
|
2019
Q4 | $4.42M | Buy |
+19,530
| New | +$4.42M | 3.49% | 6 |
|