Peterson 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
Q1 | $691K | Sell |
1,297
-4,428
| -77% | -$2.36M | 0.47% | 37 |
|
|
2024
Q4 | $2.6M | Buy |
5,725
+194
| +4% | +$87.9K | 1.54% | 23 |
|
|
2024
Q3 | $2.55M | Sell |
5,531
-1,878
| -25% | -$864K | 1.63% | 23 |
|
|
2024
Q2 | $3.01M | Buy |
7,409
+2,734
| +58% | +$1.11M | 1.86% | 21 |
|
|
2024
Q1 | $1.97M | Buy |
4,675
+582
| +14% | +$245K | 1.42% | 27 |
|
|
2023
Q4 | $1.46M | Buy |
4,093
+697
| +21% | +$249K | 1.31% | 25 |
|
|
2023
Q3 | $1.19M | Buy |
3,396
+4
| +0.1% | +$1.4K | 0.98% | 27 |
|
|
2023
Q2 | $1.16M | Buy |
3,392
+693
| +26% | +$236K | 0.92% | 30 |
|
|
2023
Q1 | $833K | Sell |
2,699
-11
| -0.4% | -$3.4K | 0.8% | 34 |
|
|
2022
Q4 | $837K | Sell |
2,710
-72
| -3% | -$22.2K | 0.85% | 30 |
|
|
2022
Q3 | $743K | Buy |
2,782
+371
| +15% | +$99.1K | 0.69% | 37 |
|
|
2022
Q2 | $658K | Buy |
+2,411
| New | +$658K | 0.85% | 35 |
|