Premier Path Wealth Partners’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 | $4.63M | Buy |
9,528
+580
| +6% | +$282K | 0.64% | 36 |
|
|
2025
Q1 | $4.77M | Buy |
8,948
+340
| +4% | +$181K | 0.74% | 34 |
|
|
2024
Q4 | $3.9M | Buy |
8,608
+119
| +1% | +$53.9K | 0.59% | 38 |
|
|
2024
Q3 | $3.91M | Buy |
8,489
+29
| +0.3% | +$13.3K | 0.62% | 37 |
|
|
2024
Q2 | $3.44M | Buy |
8,460
+72
| +0.9% | +$29.3K | 0.59% | 37 |
|
|
2024
Q1 | $3.53M | Sell |
8,388
-1,364
| -14% | -$574K | 0.66% | 32 |
|
|
2023
Q4 | $3.46M | Buy |
+9,752
| New | +$3.46M | 0.77% | 31 |
|