Primoris Wealth Advisors’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 | $509K | Buy |
1,048
+162
| +18% | +$78.7K | 0.35% | 59 |
|
|
2025
Q1 | $498K | Buy |
886
+56
| +7% | +$31.5K | 0.39% | 58 |
|
|
2024
Q4 | $376K | Sell |
830
-87
| -9% | -$39.4K | 0.29% | 65 |
|
|
2024
Q3 | $491K | Sell |
917
-175
| -16% | -$93.7K | 0.36% | 66 |
|
|
2024
Q2 | $444K | Sell |
1,092
-511
| -32% | -$208K | 0.35% | 68 |
|
|
2024
Q1 | $656K | Buy |
1,603
+143
| +10% | +$58.5K | 0.52% | 52 |
|
|
2023
Q4 | $521K | Buy |
1,460
+48
| +3% | +$17.1K | 0.49% | 52 |
|
|
2023
Q3 | $495K | Buy |
1,412
+27
| +2% | +$9.46K | 0.6% | 41 |
|
|
2023
Q2 | $472K | Sell |
1,385
-699
| -34% | -$238K | 0.52% | 43 |
|
|
2023
Q1 | $643K | Sell |
2,084
-334
| -14% | -$103K | 0.79% | 32 |
|
|
2022
Q4 | $623K | Buy |
2,418
+5
| +0.2% | +$1.29K | 0.96% | 28 |
|
|
2022
Q3 | $646K | Sell |
2,413
-132
| -5% | -$35.3K | 1.15% | 27 |
|
|
2022
Q2 | $694K | Buy |
+2,545
| New | +$694K | 1% | 32 |
|