Principal Securities’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 | $21.8M | Buy |
44,867
+2,138
| +5% | +$1.04M | 0.41% | 45 |
|
2025
Q1 | $19.4M | Buy |
42,729
+289
| +0.7% | +$131K | 0.43% | 49 |
|
2024
Q4 | $19.2M | Buy |
42,440
+2,921
| +7% | +$1.32M | 0.43% | 49 |
|
2024
Q3 | $18.2M | Buy |
39,519
+1,495
| +4% | +$688K | 0.44% | 44 |
|
2024
Q2 | $15.5M | Buy |
38,024
+3,458
| +10% | +$1.41M | 0.43% | 46 |
|
2024
Q1 | $14.5M | Buy |
34,566
+1,857
| +6% | +$781K | 0.45% | 41 |
|
2023
Q4 | $11.7M | Buy |
+32,709
| New | +$11.7M | 0.43% | 47 |
|