Pine Harbor Wealth Management’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 | $2.67M | Buy |
5,499
+987
| +22% | +$479K | 0.94% | 20 |
|
|
2025
Q1 | $2.4M | Sell |
4,512
-396
| -8% | -$211K | 0.96% | 19 |
|
|
2024
Q4 | $2.22M | Sell |
4,908
-923
| -16% | -$418K | 0.9% | 19 |
|
|
2024
Q3 | $2.68M | Buy |
5,831
+568
| +11% | +$261K | 1.34% | 16 |
|
|
2024
Q2 | $2.14M | Hold |
5,263
| – | – | 1.26% | 18 |
|
|
2024
Q1 | $2.21M | Hold |
5,263
| – | – | 1.39% | 17 |
|
|
2023
Q4 | $1.88M | Buy |
+5,263
| New | +$1.88M | 1.43% | 18 |
|