Physicians Financial 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 | $4.36M | Sell |
8,975
-10
| -0.1% | -$4.86K | 1.3% | 20 |
|
|
2025
Q1 | $4.79M | Hold |
8,985
| – | – | 1.52% | 17 |
|
|
2024
Q4 | $4.07M | Buy |
8,985
+150
| +2% | +$68K | 1.24% | 20 |
|
|
2024
Q3 | $4.07M | Buy |
8,835
+80
| +0.9% | +$36.8K | 1.26% | 22 |
|
|
2024
Q2 | $3.56M | Buy |
8,755
+447
| +5% | +$182K | 1.16% | 24 |
|
|
2024
Q1 | $3.49M | Sell |
8,308
-20
| -0.2% | -$8.41K | 1.23% | 25 |
|
|
2023
Q4 | $2.97M | Buy |
8,328
+5
| +0.1% | +$1.78K | 1.13% | 27 |
|
|
2023
Q3 | $2.92M | Buy |
8,323
+50
| +0.6% | +$17.5K | 1.19% | 25 |
|
|
2023
Q2 | $2.82M | Hold |
8,273
| – | – | 1.11% | 26 |
|
|
2023
Q1 | $2.55M | Sell |
8,273
-10
| -0.1% | -$3.09K | 1.08% | 26 |
|
|
2022
Q4 | $2.56M | Hold |
8,283
| – | – | 1.15% | 25 |
|
|
2022
Q3 | $2.21M | Sell |
8,283
-380
| -4% | -$101K | 1.07% | 27 |
|
|
2022
Q2 | $2.37M | Buy |
8,663
+275
| +3% | +$75.1K | 1.05% | 28 |
|
|
2022
Q1 | $2.96M | Buy |
8,388
+6
| +0.1% | +$2.12K | 1.13% | 28 |
|
|
2021
Q4 | $2.51M | Sell |
8,382
-75
| -0.9% | -$22.4K | 0.93% | 34 |
|
|
2021
Q3 | $2.31M | Hold |
8,457
| – | – | 0.93% | 34 |
|
|
2021
Q2 | $2.35M | Sell |
8,457
-350
| -4% | -$97.3K | 0.96% | 32 |
|
|
2021
Q1 | $2.25M | Buy |
8,807
+970
| +12% | +$248K | 0.96% | 31 |
|
|
2020
Q4 | $1.82M | Sell |
7,837
-958
| -11% | -$222K | 0.88% | 35 |
|
|
2020
Q3 | $1.87M | Sell |
8,795
-402
| -4% | -$85.6K | 0.93% | 33 |
|
|
2020
Q2 | $1.64M | Buy |
9,197
+232
| +3% | +$41.4K | 0.91% | 35 |
|
|
2020
Q1 | $1.64M | Buy |
8,965
+50
| +0.6% | +$9.14K | 1.13% | 27 |
|
|
2019
Q4 | $2.02M | Sell |
8,915
-200
| -2% | -$45.3K | 1.09% | 27 |
|
|
2019
Q3 | $1.9M | Buy |
9,115
+100
| +1% | +$20.8K | 1.08% | 30 |
|
|
2019
Q2 | $1.92M | Buy |
9,015
+775
| +9% | +$165K | 1.13% | 28 |
|
|
2019
Q1 | $1.66M | Buy |
8,240
+1,070
| +15% | +$215K | 1.03% | 31 |
|
|
2018
Q4 | $1.46M | Buy |
7,170
+3,020
| +73% | +$617K | 1.06% | 29 |
|
|
2018
Q3 | $889K | Hold |
4,150
| – | – | 0.61% | 52 |
|
|
2018
Q2 | $774K | Hold |
4,150
| – | – | 0.58% | 53 |
|
|
2018
Q1 | $816K | Buy |
4,150
+5
| +0.1% | +$983 | 0.65% | 51 |
|
|
2017
Q4 | $822K | Sell |
4,145
-25
| -0.6% | -$4.96K | 0.63% | 50 |
|
|
2017
Q3 | $764K | Hold |
4,170
| – | – | 0.62% | 50 |
|
|
2017
Q2 | $706K | Sell |
4,170
-805
| -16% | -$136K | 0.6% | 53 |
|
|
2017
Q1 | $829K | Sell |
4,975
-100
| -2% | -$16.7K | 0.72% | 48 |
|
|
2016
Q4 | $732K | Buy |
5,075
+150
| +3% | +$21.6K | 0.6% | 53 |
|
|
2016
Q3 | $711K | Buy |
4,925
+100
| +2% | +$14.4K | 0.59% | 52 |
|
|
2016
Q2 | $698K | Sell |
4,825
-25
| -0.5% | -$3.62K | 0.61% | 53 |
|
|
2016
Q1 | $688K | Hold |
4,850
| – | – | 0.62% | 50 |
|
|
2015
Q4 | $640K | Buy |
+4,850
| New | +$640K | 0.59% | 54 |
|