Santori & Peters Inc’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 | $211K | Sell |
435
-20
| -4% | -$9.72K | 0.08% | 64 |
|
|
2025
Q1 | $242K | Hold |
455
| – | – | 0.1% | 55 |
|
|
2024
Q4 | $206K | Hold |
455
| – | – | 0.08% | 63 |
|
|
2024
Q3 | $209K | Sell |
455
-108
| -19% | -$49.7K | 0.08% | 63 |
|
|
2024
Q2 | $229K | Sell |
563
-109
| -16% | -$44.3K | 0.1% | 56 |
|
|
2024
Q1 | $283K | Hold |
672
| – | – | 0.12% | 46 |
|
|
2023
Q4 | $240K | Hold |
672
| – | – | 0.11% | 48 |
|
|
2023
Q3 | $235K | Sell |
672
-58
| -8% | -$20.3K | 0.13% | 45 |
|
|
2023
Q2 | $249K | Hold |
730
| – | – | 0.12% | 46 |
|
|
2023
Q1 | $225K | Sell |
730
-20
| -3% | -$6.18K | 0.12% | 44 |
|
|
2022
Q4 | $232K | Buy |
+750
| New | +$232K | 0.14% | 42 |
|
|
2022
Q3 | – | Sell |
-746
| Closed | -$203K | – | 45 |
|
|
2022
Q2 | $203K | Sell |
746
-299
| -29% | -$81.4K | 0.13% | 50 |
|
|
2022
Q1 | $368K | Buy |
1,045
+237
| +29% | +$83.5K | 0.21% | 38 |
|
|
2021
Q4 | $241K | Buy |
808
+2
| +0.2% | +$597 | 0.13% | 46 |
|
|
2021
Q3 | $219K | Buy |
806
+5
| +0.6% | +$1.36K | 0.12% | 49 |
|
|
2021
Q2 | $222K | Buy |
801
+2
| +0.3% | +$554 | 0.13% | 50 |
|
|
2021
Q1 | $204K | Sell |
799
-1,170
| -59% | -$299K | 0.12% | 53 |
|
|
2020
Q4 | $460K | Sell |
1,969
-177
| -8% | -$41.4K | 0.26% | 47 |
|
|
2020
Q3 | $456K | Buy |
+2,146
| New | +$456K | 0.3% | 44 |
|
|
2020
Q2 | – | Sell |
-2,297
| Closed | -$419K | – | 53 |
|
|
2020
Q1 | $419K | Buy |
2,297
+1,064
| +86% | +$194K | 0.36% | 41 |
|
|
2019
Q4 | $279K | Hold |
1,233
| – | – | 0.18% | 61 |
|
|
2019
Q3 | $256K | Sell |
1,233
-1,531
| -55% | -$318K | 0.19% | 61 |
|
|
2019
Q2 | $589K | Buy |
+2,764
| New | +$589K | 0.43% | 30 |
|
|
2019
Q1 | – | Sell |
-2,628
| Closed | -$536K | – | 55 |
|
|
2018
Q4 | $536K | Buy |
+2,628
| New | +$536K | 0.48% | 26 |
|
|
2018
Q1 | – | Sell |
-457
| Closed | -$89K | – | 120 |
|
|
2017
Q4 | $89K | Buy |
+457
| New | +$89K | 0.08% | 77 |
|