Peterson Wealth Advisors’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 | $489K | Sell |
1,006
-34
| -3% | -$16.5K | 0.08% | 63 |
|
|
2025
Q1 | $510K | Hold |
1,040
| – | – | 0.1% | 58 |
|
|
2024
Q4 | $472K | Buy |
1,040
+47
| +5% | +$21.3K | 0.09% | 59 |
|
|
2024
Q3 | $457K | Hold |
993
| – | – | 0.09% | 53 |
|
|
2024
Q2 | $404K | Sell |
993
-42
| -4% | -$17.1K | 0.08% | 53 |
|
|
2024
Q1 | $435K | Buy |
1,035
+68
| +7% | +$28.6K | 0.09% | 48 |
|
|
2023
Q4 | $345K | Buy |
967
+182
| +23% | +$64.9K | 0.08% | 51 |
|
|
2023
Q3 | $275K | Buy |
785
+14
| +2% | +$4.9K | 0.07% | 54 |
|
|
2023
Q2 | $264K | Sell |
771
-54
| -7% | -$18.5K | 0.07% | 55 |
|
|
2023
Q1 | $255K | Sell |
825
-4
| -0.5% | -$1.24K | 0.07% | 54 |
|
|
2022
Q4 | $256K | Sell |
829
-6
| -0.7% | -$1.85K | 0.08% | 53 |
|
|
2022
Q3 | $223K | Buy |
+835
| New | +$223K | 0.07% | 52 |
|
|
2022
Q2 | – | Sell |
-686
| Closed | -$242K | – | 58 |
|
|
2022
Q1 | $242K | Sell |
686
-369
| -35% | -$130K | 0.07% | 52 |
|
|
2021
Q4 | $315K | Buy |
+1,055
| New | +$315K | 0.09% | 49 |
|