Perfromance Wealth Partners’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 | $90.1M | Sell |
185,525
-372
| -0.2% | -$181K | 2.88% | 8 |
|
|
2025
Q1 | $99M | Buy |
185,897
+5,007
| +3% | +$2.67M | 3.54% | 7 |
|
|
2024
Q4 | $82M | Buy |
180,890
+1,774
| +1% | +$804K | 2.64% | 7 |
|
|
2024
Q3 | $82.4M | Buy |
179,116
+9,468
| +6% | +$4.36M | 2.84% | 7 |
|
|
2024
Q2 | $69M | Buy |
169,648
+12,385
| +8% | +$5.04M | 2.54% | 8 |
|
|
2024
Q1 | $66.1M | Buy |
157,263
+20,643
| +15% | +$8.68M | 2.78% | 8 |
|
|
2023
Q4 | $48.7M | Buy |
136,620
+23,066
| +20% | +$8.23M | 2.14% | 9 |
|
|
2023
Q3 | $39.8M | Buy |
113,554
+6,038
| +6% | +$2.12M | 1.93% | 9 |
|
|
2023
Q2 | $36.7M | Buy |
107,516
+7,047
| +7% | +$2.41M | 1.69% | 10 |
|
|
2023
Q1 | $31M | Buy |
100,469
+949
| +1% | +$293K | 1.59% | 11 |
|
|
2022
Q4 | $30.7M | Buy |
99,520
+3,492
| +4% | +$1.08M | 1.85% | 11 |
|
|
2022
Q3 | $25.6M | Buy |
96,028
+4,670
| +5% | +$1.25M | 1.48% | 13 |
|
|
2022
Q2 | $24.9M | Buy |
91,358
+1,045
| +1% | +$285K | 1.4% | 14 |
|
|
2022
Q1 | $31.9M | Buy |
90,313
+9,990
| +12% | +$3.53M | 1.39% | 13 |
|
|
2021
Q4 | $24M | Buy |
+80,323
| New | +$24M | 0.97% | 18 |
|