Pinnacle Wealth Management Group’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 | $424K | Buy |
+872
| New | +$424K | 0.24% | 72 |
|
|
2025
Q1 | – | Sell |
-859
| Closed | -$389K | – | 116 |
|
|
2024
Q4 | $389K | Hold |
859
| – | – | 0.24% | 74 |
|
|
2024
Q3 | $395K | Hold |
859
| – | – | 0.25% | 77 |
|
|
2024
Q2 | $349K | Buy |
859
+19
| +2% | +$7.73K | 0.24% | 70 |
|
|
2024
Q1 | $353K | Hold |
840
| – | – | 0.26% | 73 |
|
|
2023
Q4 | $300K | Hold |
840
| – | – | 0.25% | 76 |
|
|
2023
Q3 | $294K | Hold |
840
| – | – | 0.27% | 74 |
|
|
2023
Q2 | $286K | Sell |
840
-250
| -23% | -$85.3K | 0.25% | 76 |
|
|
2023
Q1 | $337K | Hold |
1,090
| – | – | 0.29% | 70 |
|
|
2022
Q4 | $337K | Hold |
1,090
| – | – | 0.3% | 72 |
|
|
2022
Q3 | $291K | Hold |
1,090
| – | – | 0.26% | 78 |
|
|
2022
Q2 | $298K | Hold |
1,090
| – | – | 0.25% | 87 |
|
|
2022
Q1 | $385K | Buy |
1,090
+240
| +28% | +$84.8K | 0.29% | 81 |
|
|
2021
Q4 | $254K | Hold |
850
| – | – | 0.19% | 104 |
|
|
2021
Q3 | $232K | Hold |
850
| – | – | 0.17% | 111 |
|
|
2021
Q2 | $236K | Buy |
+850
| New | +$236K | 0.17% | 112 |
|