Petix & Botte Financial’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 | $294K | Buy |
+606
| New | +$294K | 0.07% | 109 |
|
|
2023
Q3 | – | Sell |
-1,840
| Closed | -$627K | – | 118 |
|
|
2023
Q2 | $627K | Buy |
1,840
+920
| +100% | +$314K | 0.19% | 60 |
|
|
2023
Q1 | $284K | Buy |
+920
| New | +$284K | 0.19% | 63 |
|
|
2022
Q2 | – | Sell |
-788
| Closed | -$278K | – | 74 |
|
|
2022
Q1 | $278K | Buy |
+788
| New | +$278K | 0.09% | 91 |
|