Pin Oak Investment 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 | $2.54M | Sell |
4,769
-157
| -3% | -$83.6K | 2.15% | 11 |
|
|
2025
Q1 | $2.51M | Buy |
4,926
+356
| +8% | +$181K | 1.91% | 14 |
|
|
2024
Q4 | $2.1M | Buy |
4,570
+293
| +7% | +$135K | 1.91% | 12 |
|
|
2024
Q3 | $1.97M | Buy |
4,277
+84
| +2% | +$38.7K | 1.79% | 12 |
|
|
2024
Q2 | $1.71M | Sell |
4,193
-124
| -3% | -$50.5K | 1.63% | 14 |
|
|
2024
Q1 | $1.82M | Buy |
4,317
+68
| +2% | +$28.6K | 1.74% | 15 |
|
|
2023
Q4 | $1.52M | Buy |
4,249
+76
| +2% | +$27.1K | 1.54% | 15 |
|
|
2023
Q3 | $1.46M | Buy |
4,173
+103
| +3% | +$36.1K | 1.65% | 12 |
|
|
2023
Q2 | $1.39M | Sell |
4,070
-45
| -1% | -$15.3K | 1.54% | 15 |
|
|
2023
Q1 | $1.27M | Buy |
4,115
+16
| +0.4% | +$4.94K | 1.57% | 15 |
|
|
2022
Q4 | $1.27M | Hold |
4,099
| – | – | 1.56% | 15 |
|
|
2022
Q3 | $1.1M | Sell |
4,099
-100
| -2% | -$26.7K | 1.37% | 16 |
|
|
2022
Q2 | $1.15M | Sell |
4,199
-59
| -1% | -$16.1K | 1.4% | 17 |
|
|
2022
Q1 | $1.5M | Sell |
4,258
-14,411
| -77% | -$5.09M | 1.61% | 14 |
|
|
2021
Q4 | $5.58M | Sell |
18,669
-415
| -2% | -$124K | 5.65% | 1 |
|
|
2021
Q3 | $5.21M | Sell |
19,084
-625
| -3% | -$171K | 5.75% | 1 |
|
|
2021
Q2 | $5.48M | Sell |
19,709
-245
| -1% | -$68.1K | 5.58% | 1 |
|
|
2021
Q1 | $5.1M | Sell |
19,954
-325
| -2% | -$83K | 4.33% | 1 |
|
|
2020
Q4 | $4.7M | Sell |
20,279
-901
| -4% | -$209K | 3.87% | 1 |
|
|
2020
Q3 | $4.51M | Sell |
21,180
-9,939
| -32% | -$2.12M | 4.34% | 1 |
|
|
2020
Q2 | $5.56M | Sell |
31,119
-779
| -2% | -$139K | 5.16% | 1 |
|
|
2020
Q1 | $5.83M | Buy |
31,898
+486
| +2% | +$88.9K | 6.11% | 1 |
|
|
2019
Q4 | $7.12M | Buy |
31,412
+350
| +1% | +$79.3K | 5.72% | 1 |
|
|
2019
Q3 | $6.46M | Buy |
31,062
+16,756
| +117% | +$3.49M | 5.3% | 1 |
|
|
2019
Q2 | $3.05M | Sell |
14,306
-983
| -6% | -$210K | 2.38% | 5 |
|
|
2019
Q1 | $3.07M | Buy |
+15,289
| New | +$3.07M | 2.46% | 4 |
|
|
2018
Q3 | – | Sell |
-16,992
| Closed | -$3.17M | – | 417 |
|
|
2018
Q2 | $3.17M | Buy |
+16,992
| New | +$3.17M | 2.33% | 5 |
|
|
2018
Q1 | – | Sell |
-13,475
| Closed | -$2.67M | – | 425 |
|
|
2017
Q4 | $2.67M | Buy |
+13,475
| New | +$2.67M | 2.05% | 9 |
|