PSI 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 | – | Sell |
-389
| Closed | -$207K | – | 176 |
|
|
2025
Q1 | $207K | Sell |
389
-3
| -0.8% | -$1.6K | 0.07% | 118 |
|
|
2024
Q4 | $178K | Sell |
392
-23
| -6% | -$10.4K | 0.05% | 135 |
|
|
2024
Q3 | $191K | Hold |
415
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $169K | Buy |
415
+98
| +31% | +$39.9K | 0.05% | 136 |
|
|
2024
Q1 | $133K | Sell |
317
-285
| -47% | -$120K | 0.05% | 155 |
|
|
2023
Q4 | $215K | Hold |
602
| – | – | 0.08% | 124 |
|
|
2023
Q3 | $211K | Buy |
602
+20
| +3% | +$7.01K | 0.09% | 114 |
|
|
2023
Q2 | $198K | Buy |
582
+135
| +30% | +$46K | 0.09% | 122 |
|
|
2023
Q1 | $138K | Sell |
447
-85
| -16% | -$26.2K | 0.07% | 138 |
|
|
2022
Q4 | $164K | Sell |
532
-100
| -16% | -$30.9K | 0.09% | 119 |
|
|
2022
Q3 | $169K | Hold |
632
| – | – | 0.09% | 119 |
|
|
2022
Q2 | $173K | Hold |
632
| – | – | 0.09% | 130 |
|
|
2022
Q1 | $223K | Hold |
632
| – | – | 0.09% | 135 |
|
|
2021
Q4 | $189K | Hold |
632
| – | – | 0.08% | 147 |
|
|
2021
Q3 | $172K | Buy |
+632
| New | +$172K | 0.08% | 151 |
|
|
2020
Q4 | – | Sell |
-1,621
| Closed | -$345K | – | 124 |
|
|
2020
Q3 | $345K | Buy |
1,621
+60
| +4% | +$12.8K | 0.26% | 78 |
|
|
2020
Q2 | $278K | Hold |
1,561
| – | – | 0.22% | 86 |
|
|
2020
Q1 | $285K | Sell |
1,561
-100
| -6% | -$18.3K | 0.26% | 77 |
|
|
2019
Q4 | $376K | Buy |
+1,661
| New | +$376K | 0.24% | 86 |
|