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