Perissos Private Wealth Management’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 | $2.01M | Buy |
4,138
+1,500
| +57% | +$729K | 1.59% | 19 |
|
|
2025
Q1 | $1.4M | Hold |
2,638
| – | – | 1.28% | 30 |
|
|
2024
Q4 | $1.2M | Sell |
2,638
-51
| -2% | -$23.1K | 0.89% | 40 |
|
|
2024
Q3 | $1.24M | Buy |
2,689
+113
| +4% | +$52K | 0.99% | 35 |
|
|
2024
Q2 | $1.05M | Sell |
2,576
-10
| -0.4% | -$4.07K | 0.94% | 31 |
|
|
2024
Q1 | $1.09M | Buy |
+2,586
| New | +$1.09M | 0.99% | 34 |
|