Peterson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $254K | Buy |
553
+11
| +2% | +$5.06K | 0.98% | 30 |
|
|
2024
Q2 | $220K | Buy |
542
+26
| +5% | +$10.6K | 1.34% | 30 |
|
|
2024
Q1 | $217K | Buy |
+516
| New | +$217K | 1.42% | 27 |
|
|
2023
Q1 | – | Sell |
-6,305
| Closed | -$1.95M | – | 28 |
|
|
2022
Q4 | $1.95M | Sell |
6,305
-3,184
| -34% | -$984K | 2.57% | 4 |
|
|
2022
Q3 | $2.53M | Buy |
9,489
+312
| +3% | +$83.3K | 2.46% | 6 |
|
|
2022
Q2 | $2.51M | Buy |
9,177
+521
| +6% | +$142K | 2.36% | 6 |
|
|
2022
Q1 | $3.05M | Buy |
8,656
+287
| +3% | +$101K | 2.53% | 5 |
|
|
2021
Q4 | $2.5M | Buy |
+8,369
| New | +$2.5M | 2.04% | 12 |
|