Peterson Wealth Services’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 | $8.46M | Buy |
17,420
+59
| +0.3% | +$28.7K | 2.32% | 12 |
|
|
2025
Q1 | $9.25M | Buy |
17,361
+621
| +4% | +$331K | 2.86% | 8 |
|
|
2024
Q4 | $7.59M | Buy |
16,740
+1,959
| +13% | +$888K | 2.28% | 11 |
|
|
2024
Q3 | $6.8M | Buy |
14,781
+484
| +3% | +$223K | 2.17% | 11 |
|
|
2024
Q2 | $5.82M | Buy |
14,297
+128
| +0.9% | +$52.1K | 2.03% | 11 |
|
|
2024
Q1 | $5.96M | Sell |
14,169
-104
| -0.7% | -$43.7K | 2.17% | 11 |
|
|
2023
Q4 | $5.09M | Sell |
14,273
-1,905
| -12% | -$680K | 2.18% | 13 |
|
|
2023
Q3 | $5.67M | Buy |
16,178
+301
| +2% | +$106K | 4.24% | 6 |
|
|
2023
Q2 | $5.41M | Buy |
15,877
+491
| +3% | +$167K | 2.6% | 10 |
|
|
2023
Q1 | $4.75M | Buy |
15,386
+652
| +4% | +$201K | 2.44% | 9 |
|
|
2022
Q4 | $4.55M | Buy |
14,734
+134
| +0.9% | +$41.4K | 2.61% | 8 |
|
|
2022
Q3 | $3.9M | Buy |
14,600
+368
| +3% | +$98.3K | 2.76% | 8 |
|
|
2022
Q2 | $3.89M | Sell |
14,232
-106
| -0.7% | -$28.9K | 2.8% | 7 |
|
|
2022
Q1 | $5.06M | Buy |
14,338
+3,063
| +27% | +$1.08M | 3.11% | 6 |
|
|
2021
Q4 | $3.37M | Buy |
+11,275
| New | +$3.37M | 2.24% | 12 |
|