Pinion 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 | $4.83M | Sell |
9,950
-12,360
| -55% | -$6M | 1.67% | 9 |
|
|
2025
Q1 | $11.9M | Buy |
22,310
+10,056
| +82% | +$5.36M | 2.62% | 7 |
|
|
2024
Q4 | $5.55M | Sell |
12,254
-879
| -7% | -$398K | 2.21% | 6 |
|
|
2024
Q3 | $6.04M | Sell |
13,133
-101
| -0.8% | -$46.5K | 2.53% | 4 |
|
|
2024
Q2 | $5.38M | Sell |
13,234
-2,694
| -17% | -$1.1M | 2.68% | 4 |
|
|
2024
Q1 | $6.7M | Buy |
15,928
+1,166
| +8% | +$490K | 3.48% | 3 |
|
|
2023
Q4 | $5.27M | Sell |
14,762
-32
| -0.2% | -$11.4K | 3.17% | 4 |
|
|
2023
Q3 | $5.18M | Sell |
14,794
-245
| -2% | -$85.8K | 3.37% | 4 |
|
|
2023
Q2 | $5.13M | Buy |
15,039
+1,458
| +11% | +$497K | 3.47% | 3 |
|
|
2023
Q1 | $4.19M | Buy |
13,581
+1,281
| +10% | +$395K | 3.93% | 3 |
|
|
2022
Q4 | $3.8M | Sell |
12,300
-616
| -5% | -$190K | 3.58% | 3 |
|
|
2022
Q3 | $3.45M | Sell |
12,916
-288
| -2% | -$76.9K | 3.01% | 3 |
|
|
2022
Q2 | $3.61M | Sell |
13,204
-287
| -2% | -$78.4K | 3% | 3 |
|
|
2022
Q1 | $4.76M | Sell |
13,491
-156
| -1% | -$55.1K | 3.3% | 2 |
|
|
2021
Q4 | $4.08M | Sell |
13,647
-107
| -0.8% | -$32K | 2.75% | 3 |
|
|
2021
Q3 | $3.75M | Buy |
13,754
+169
| +1% | +$46.1K | 3.02% | 3 |
|
|
2021
Q2 | $3.78M | Buy |
13,585
+269
| +2% | +$74.8K | 3.04% | 2 |
|
|
2021
Q1 | $3.4M | Sell |
13,316
-102
| -0.8% | -$26.1K | 3.15% | 3 |
|
|
2020
Q4 | $3.11M | Buy |
13,418
+468
| +4% | +$109K | 3.27% | 2 |
|
|
2020
Q3 | $2.31M | Hold |
12,950
| – | – | 3.49% | 3 |
|
|
2020
Q2 | $2.31M | Buy |
12,950
+604
| +5% | +$108K | 3.49% | 3 |
|
|
2020
Q1 | $2.26M | Buy |
12,346
+9,329
| +309% | +$1.71M | 4.85% | 1 |
|
|
2019
Q4 | $683K | Hold |
3,017
| – | – | 1.27% | 17 |
|
|
2019
Q3 | $628K | Buy |
3,017
+328
| +12% | +$68.3K | 1.29% | 15 |
|
|
2019
Q2 | $573K | Sell |
2,689
-314
| -10% | -$66.9K | 1.23% | 17 |
|
|
2019
Q1 | $603K | Buy |
3,003
+130
| +5% | +$26.1K | 1.05% | 31 |
|
|
2018
Q4 | $587K | Buy |
2,873
+503
| +21% | +$103K | 1.23% | 20 |
|
|
2018
Q3 | $507K | Buy |
2,370
+205
| +9% | +$43.9K | 0.97% | 38 |
|
|
2018
Q2 | $404K | Buy |
2,165
+150
| +7% | +$28K | 0.78% | 56 |
|
|
2018
Q1 | $402K | Buy |
+2,015
| New | +$402K | 0.86% | 47 |
|