PWAM
Pinnacle West Asset Management’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 | $1.34M | Sell |
2,750
-25
| -0.9% | -$12.1K | 0.92% | 35 |
|
|
2025
Q1 | $1.48M | Sell |
2,775
-10
| -0.4% | -$5.33K | 1.07% | 33 |
|
|
2024
Q4 | $1.26M | Sell |
2,785
-50
| -2% | -$22.7K | 0.9% | 35 |
|
|
2024
Q3 | $1.31M | Sell |
2,835
-10
| -0.4% | -$4.6K | 0.94% | 35 |
|
|
2024
Q2 | $1.16M | Sell |
2,845
-50
| -2% | -$20.3K | 0.9% | 35 |
|
|
2024
Q1 | $1.22M | Hold |
2,895
| – | – | 0.97% | 37 |
|
|
2023
Q4 | $1.03M | Buy |
2,895
+115
| +4% | +$41K | 0.89% | 39 |
|
|
2023
Q3 | $974K | Sell |
2,780
-165
| -6% | -$57.8K | 0.95% | 36 |
|
|
2023
Q2 | $1M | Buy |
2,945
+335
| +13% | +$114K | 0.97% | 37 |
|
|
2023
Q1 | $806K | Buy |
+2,610
| New | +$806K | 0.84% | 45 |
|