American Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.52M | Buy |
3,305
+84
| +3% | +$38.7K | 1.2% | 21 |
|
|
2024
Q2 | $1.31M | Sell |
3,221
-106
| -3% | -$43.1K | 0.92% | 22 |
|
|
2024
Q1 | $1.4M | Sell |
3,327
-139
| -4% | -$58.5K | 1.01% | 13 |
|
|
2023
Q4 | $1.24M | Buy |
3,466
+185
| +6% | +$66K | 0.95% | 12 |
|
|
2023
Q3 | $1.15M | Buy |
3,281
+1
| +0% | +$350 | 0.76% | 12 |
|
|
2023
Q2 | $1.12M | Sell |
3,280
-233
| -7% | -$79.5K | 0.73% | 13 |
|
|
2023
Q1 | $1.08M | Sell |
3,513
-33,383
| -90% | -$10.3M | 0.74% | 12 |
|
|
2022
Q4 | $11.4M | Buy |
+36,896
| New | +$11.4M | 11.39% | 3 |
|
|
2022
Q3 | – | Sell |
-39,503
| Closed | -$10.8M | – | 31 |
|
|
2022
Q2 | $10.8M | Buy |
39,503
+17,725
| +81% | +$4.84M | 12% | 4 |
|
|
2022
Q1 | $7.69M | Buy |
21,778
+7,959
| +58% | +$2.81M | 8.21% | 5 |
|
|
2021
Q4 | $4.13M | Buy |
+13,819
| New | +$4.13M | 3.66% | 8 |
|