PWP
Principle Wealth Partners’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 | $13.8M | Buy |
28,482
+3,429
| +14% | +$1.67M | 0.86% | 24 |
|
|
2025
Q1 | $13.3M | Buy |
25,053
+2,344
| +10% | +$1.25M | 0.95% | 26 |
|
|
2024
Q4 | $10.3M | Sell |
22,709
-3
| -0% | -$1.36K | 0.72% | 36 |
|
|
2024
Q3 | $10.5M | Buy |
22,712
+30
| +0.1% | +$13.8K | 0.74% | 33 |
|
|
2024
Q2 | $9.23M | Buy |
22,682
+33
| +0.1% | +$13.4K | 0.7% | 34 |
|
|
2024
Q1 | $9.52M | Buy |
22,649
+180
| +0.8% | +$75.7K | 0.74% | 32 |
|
|
2023
Q4 | $8.01M | Buy |
22,469
+490
| +2% | +$175K | 0.69% | 38 |
|
|
2023
Q3 | $7.7M | Buy |
21,979
+436
| +2% | +$153K | 0.77% | 30 |
|
|
2023
Q2 | $7.35M | Sell |
21,543
-52
| -0.2% | -$17.7K | 0.74% | 36 |
|
|
2023
Q1 | $6.67M | Sell |
21,595
-601
| -3% | -$186K | 0.71% | 36 |
|
|
2022
Q4 | $6.86M | Buy |
22,196
+113
| +0.5% | +$34.9K | 0.78% | 33 |
|
|
2022
Q3 | $5.9K | Buy |
22,083
+422
| +2% | +$113 | 0.56% | 33 |
|
|
2022
Q2 | $5.91M | Buy |
21,661
+3
| +0% | +$819 | 0.71% | 31 |
|
|
2022
Q1 | $7.64M | Buy |
21,658
+80
| +0.4% | +$28.2K | 0.8% | 24 |
|
|
2021
Q4 | $6.45M | Sell |
21,578
-645
| -3% | -$193K | 0.68% | 25 |
|
|
2021
Q3 | $6.07M | Buy |
22,223
+136
| +0.6% | +$37.1K | 0.7% | 27 |
|
|
2021
Q2 | $6.14M | Buy |
22,087
+425
| +2% | +$118K | 0.7% | 28 |
|
|
2021
Q1 | $5.53M | Buy |
21,662
+50
| +0.2% | +$12.8K | 0.65% | 32 |
|
|
2020
Q4 | $5.01M | Buy |
21,612
+7,945
| +58% | +$1.84M | 0.66% | 31 |
|
|
2020
Q3 | $2.91M | Sell |
13,667
-5,389
| -28% | -$1.15M | 0.81% | 22 |
|
|
2020
Q2 | $3.4M | Sell |
19,056
-510
| -3% | -$91K | 1% | 19 |
|
|
2020
Q1 | $3.58M | Buy |
19,566
+429
| +2% | +$78.4K | 1.34% | 15 |
|
|
2019
Q4 | $4.34M | Sell |
19,137
-225
| -1% | -$51K | 1.38% | 17 |
|
|
2019
Q3 | $4.03M | Buy |
19,362
+1,285
| +7% | +$267K | 1.39% | 16 |
|
|
2019
Q2 | $3.85M | Buy |
18,077
+1,202
| +7% | +$256K | 1.98% | 10 |
|
|
2019
Q1 | $3.39M | Buy |
16,875
+687
| +4% | +$138K | 1.94% | 11 |
|
|
2018
Q4 | $3.31M | Buy |
+16,188
| New | +$3.31M | 2.77% | 9 |
|