Pinkerton Retirement Specialists’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 | $4.73M | Buy |
9,740
+587
| +6% | +$285K | 0.56% | 42 |
|
2025
Q1 | $4.87M | Sell |
9,153
-72
| -0.8% | -$38.3K | 0.63% | 34 |
|
2024
Q4 | $4.18M | Sell |
9,225
-140
| -1% | -$63.5K | 0.61% | 49 |
|
2024
Q3 | $4.31M | Buy |
9,365
+149
| +2% | +$68.6K | 0.63% | 49 |
|
2024
Q2 | $3.75M | Buy |
9,216
+533
| +6% | +$217K | 0.58% | 52 |
|
2024
Q1 | $3.65M | Sell |
8,683
-673
| -7% | -$283K | 0.59% | 52 |
|
2023
Q4 | $3.34M | Sell |
9,356
-597
| -6% | -$213K | 0.64% | 27 |
|
2023
Q3 | $3.49M | Sell |
9,953
-369
| -4% | -$129K | 0.76% | 25 |
|
2023
Q2 | $3.52M | Sell |
10,322
-15
| -0.1% | -$5.12K | 0.7% | 29 |
|
2023
Q1 | $3.19M | Buy |
+10,337
| New | +$3.19M | 0.6% | 32 |
|
2018
Q4 | – | Sell |
-622
| Closed | -$133K | – | 70 |
|
2018
Q3 | $133K | Sell |
622
-48
| -7% | -$10.3K | 0.05% | 63 |
|
2018
Q2 | $125K | Buy |
670
+48
| +8% | +$8.96K | 0.05% | 69 |
|
2018
Q1 | $124K | Sell |
622
-30
| -5% | -$5.98K | 0.05% | 66 |
|
2017
Q4 | $129K | Buy |
652
+30
| +5% | +$5.94K | 0.06% | 66 |
|
2017
Q3 | $115K | Hold |
622
| – | – | 0.06% | 52 |
|
2017
Q2 | $105K | Buy |
+622
| New | +$105K | 0.06% | 54 |
|
2017
Q1 | – | Sell |
-2,625
| Closed | -$428K | – | 171 |
|
2016
Q4 | $428K | Sell |
2,625
-107
| -4% | -$17.4K | 0.2% | 61 |
|
2016
Q3 | $395K | Sell |
2,732
-25
| -0.9% | -$3.62K | 0.17% | 85 |
|
2016
Q2 | $399K | Buy |
2,757
+2,230
| +423% | +$323K | 0.2% | 61 |
|
2016
Q1 | $75K | Sell |
527
-26
| -5% | -$3.7K | 0.05% | 53 |
|
2015
Q4 | $73K | Hold |
553
| – | – | 0.05% | 49 |
|
2015
Q3 | $72K | Hold |
553
| – | – | 0.1% | 49 |
|
2015
Q2 | $75K | Buy |
553
+26
| +5% | +$3.53K | 0.05% | 54 |
|
2015
Q1 | $76K | Sell |
527
-2,289
| -81% | -$330K | 0.05% | 53 |
|
2014
Q4 | $1.01M | Buy |
+2,816
| New | +$1.01M | 0.77% | 36 |
|