Petra Financial 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 | $2.74M | Buy |
5,638
+262
| +5% | +$127K | 1.74% | 11 |
|
2025
Q1 | $2.86M | Buy |
5,376
+275
| +5% | +$146K | 2.35% | 9 |
|
2024
Q4 | $2.31M | Sell |
5,101
-112
| -2% | -$50.8K | 1.57% | 15 |
|
2024
Q3 | $2.4M | Sell |
5,213
-213
| -4% | -$98K | 1.58% | 13 |
|
2024
Q2 | $2.21M | Sell |
5,426
-30
| -0.5% | -$12.2K | 1.59% | 15 |
|
2024
Q1 | $2.26M | Buy |
5,456
+378
| +7% | +$157K | 1.66% | 15 |
|
2023
Q4 | $1.81M | Sell |
5,078
-2,528
| -33% | -$902K | 1.51% | 14 |
|
2023
Q3 | $2.66M | Buy |
7,606
+203
| +3% | +$71.1K | 2.22% | 9 |
|
2023
Q2 | $2.52M | Sell |
7,403
-146
| -2% | -$49.8K | 2.25% | 9 |
|
2023
Q1 | $2.33M | Sell |
7,549
-136
| -2% | -$42K | 2.31% | 10 |
|
2022
Q4 | $2.37M | Buy |
+7,685
| New | +$2.37M | 2.61% | 9 |
|