PWPS
Pinnacle Wealth Planning Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
9,170
-648
| -7% | -$315K | 0.59% | 28 |
|
|
2025
Q1 | $5.23M | Buy |
9,818
+988
| +11% | +$526K | 0.79% | 18 |
|
|
2024
Q4 | $4M | Sell |
8,830
-1,840
| -17% | -$834K | 0.6% | 27 |
|
|
2024
Q3 | $4.91M | Buy |
10,670
+881
| +9% | +$405K | 0.67% | 18 |
|
|
2024
Q2 | $3.98M | Sell |
9,789
-17
| -0.2% | -$6.92K | 0.57% | 25 |
|
|
2024
Q1 | $4.12M | Sell |
9,806
-5
| -0.1% | -$2.1K | 0.6% | 23 |
|
|
2023
Q4 | $3.5M | Buy |
9,811
+20
| +0.2% | +$7.13K | 0.55% | 28 |
|
|
2023
Q3 | $3.43M | Buy |
9,791
+2
| +0% | +$701 | 0.57% | 25 |
|
|
2023
Q2 | $3.34M | Sell |
9,789
-66
| -0.7% | -$22.5K | 0.54% | 30 |
|
|
2023
Q1 | $3.04M | Buy |
9,855
+313
| +3% | +$96.6K | 0.51% | 35 |
|
|
2022
Q4 | $2.95M | Sell |
9,542
-358
| -4% | -$111K | 0.52% | 34 |
|
|
2022
Q3 | $2.64M | Buy |
9,900
+1,312
| +15% | +$350K | 0.49% | 34 |
|
|
2022
Q2 | $2.35M | Sell |
8,588
-1,151
| -12% | -$314K | 0.42% | 42 |
|
|
2022
Q1 | $3.44M | Buy |
9,739
+1,108
| +13% | +$391K | 0.63% | 29 |
|
|
2021
Q4 | $2.58M | Buy |
8,631
+675
| +8% | +$202K | 0.5% | 36 |
|
|
2021
Q3 | $2.17M | Buy |
7,956
+115
| +1% | +$31.4K | 0.48% | 40 |
|
|
2021
Q2 | $2.18M | Buy |
7,841
+51
| +0.7% | +$14.2K | 0.51% | 36 |
|
|
2021
Q1 | $1.99M | Buy |
7,790
+458
| +6% | +$117K | 0.51% | 40 |
|
|
2020
Q4 | $1.7M | Buy |
7,332
+267
| +4% | +$61.9K | 0.41% | 39 |
|
|
2020
Q3 | $1.5M | Buy |
7,065
+1,284
| +22% | +$273K | 0.5% | 36 |
|
|
2020
Q2 | $1.03M | Sell |
5,781
-1,129
| -16% | -$202K | 0.34% | 58 |
|
|
2020
Q1 | $1.26M | Buy |
6,910
+2,020
| +41% | +$369K | 0.6% | 35 |
|
|
2019
Q4 | $1.11M | Buy |
4,890
+662
| +16% | +$150K | 0.52% | 35 |
|
|
2019
Q3 | $879K | Buy |
4,228
+1,453
| +52% | +$302K | 0.48% | 39 |
|
|
2019
Q2 | $591K | Buy |
2,775
+1,080
| +64% | +$230K | 0.36% | 54 |
|
|
2019
Q1 | $340K | Sell |
1,695
-282
| -14% | -$56.6K | 0.23% | 92 |
|
|
2018
Q4 | $404K | Sell |
1,977
-82
| -4% | -$16.8K | 0.26% | 76 |
|
|
2018
Q3 | $441K | Sell |
2,059
-54
| -3% | -$11.6K | 0.4% | 84 |
|
|
2018
Q2 | $395K | Sell |
2,113
-67
| -3% | -$12.5K | 0.38% | 88 |
|
|
2018
Q1 | $434K | Buy |
2,180
+916
| +72% | +$182K | 0.45% | 74 |
|
|
2017
Q4 | $250K | Buy |
+1,264
| New | +$250K | 0.51% | 42 |
|