PPWM
PFG Private Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
1,640
+145
| +10% | +$70.4K | 0.41% | 23 |
|
|
2025
Q1 | $796K | Buy |
1,495
+2
| +0.1% | +$1.07K | 0.43% | 22 |
|
|
2024
Q4 | $677K | Hold |
1,493
| – | – | 0.39% | 21 |
|
|
2024
Q3 | $687K | Hold |
1,493
| – | – | 0.4% | 24 |
|
|
2024
Q2 | $607K | Hold |
1,493
| – | – | 0.37% | 23 |
|
|
2024
Q1 | $628K | Hold |
1,493
| – | – | 0.4% | 22 |
|
|
2023
Q4 | $532K | Hold |
1,493
| – | – | 0.36% | 23 |
|
|
2023
Q3 | $523K | Sell |
1,493
-10
| -0.7% | -$3.5K | 0.39% | 22 |
|
|
2023
Q2 | $513K | Hold |
1,503
| – | – | 0.3% | 25 |
|
|
2023
Q1 | $464K | Hold |
1,503
| – | – | 0.3% | 25 |
|
|
2022
Q4 | $464K | Hold |
1,503
| – | – | 0.29% | 25 |
|
|
2022
Q3 | $401K | Buy |
1,503
+10
| +0.7% | +$2.67K | 0.26% | 26 |
|
|
2022
Q2 | $408K | Hold |
1,493
| – | – | 0.23% | 35 |
|
|
2022
Q1 | $527K | Buy |
1,493
+4
| +0.3% | +$1.41K | 0.27% | 31 |
|
|
2021
Q4 | $445K | Sell |
1,489
-4
| -0.3% | -$1.2K | 0.23% | 36 |
|
|
2021
Q3 | $407K | Hold |
1,493
| – | – | 0.24% | 34 |
|
|
2021
Q2 | $415K | Hold |
1,493
| – | – | 0.27% | 33 |
|
|
2021
Q1 | $381K | Buy |
+1,493
| New | +$381K | 0.26% | 33 |
|