PPWM
PFG Private Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$2.07M | – | 300 |
|
|
2023
Q2 | $2.07M | Hold |
4
| – | – | 1.22% | 16 |
|
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 1.18% | 16 |
|
|
2022
Q4 | $1.88M | Hold |
4
| – | – | 1.16% | 17 |
|
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 1.07% | 19 |
|
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 0.92% | 25 |
|
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 1.09% | 23 |
|
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 0.93% | 24 |
|
|
2021
Q3 | $1.65M | Hold |
4
| – | – | 0.96% | 22 |
|
|
2021
Q2 | $1.67M | Hold |
4
| – | – | 1.09% | 21 |
|
|
2021
Q1 | $1.54M | Buy |
4
+3
| +300% | +$1.16M | 1.06% | 24 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.27% | 37 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.28% | 38 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.25% | 39 |
|
|
2020
Q1 | $272K | Sell |
1
-5
| -83% | -$1.36M | 0.29% | 37 |
|
|
2019
Q4 | $2.04M | Buy |
+6
| New | +$2.04M | 1.82% | 20 |
|