Asset Planning Corporation’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 | $20M | Buy |
41,113
+2,374
| +6% | +$1.15M | 10.63% | 2 |
|
|
2025
Q1 | $20.6M | Buy |
38,739
+96
| +0.2% | +$51.1K | 12.16% | 2 |
|
|
2024
Q4 | $17.5M | Buy |
38,643
+904
| +2% | +$410K | 10.97% | 2 |
|
|
2024
Q3 | $17.4M | Buy |
37,739
+670
| +2% | +$308K | 11.34% | 2 |
|
|
2024
Q2 | $15.1M | Buy |
37,069
+8,413
| +29% | +$3.42M | 11.28% | 2 |
|
|
2024
Q1 | $12.1M | Sell |
28,656
-576
| -2% | -$242K | 8.8% | 3 |
|
|
2023
Q4 | $10.4M | Buy |
29,232
+10,940
| +60% | +$3.9M | 8.05% | 4 |
|
|
2023
Q3 | $6.41M | Sell |
18,292
-181
| -1% | -$63.4K | 4.93% | 10 |
|
|
2023
Q2 | $6.3M | Buy |
18,473
+1,727
| +10% | +$589K | 4.79% | 10 |
|
|
2023
Q1 | $5.17M | Buy |
16,746
+11,707
| +232% | +$3.61M | 4.15% | 12 |
|
|
2022
Q4 | $1.56M | Buy |
5,039
+139
| +3% | +$42.9K | 1.3% | 14 |
|
|
2022
Q3 | $1.31M | Buy |
4,900
+276
| +6% | +$73.7K | 1.22% | 14 |
|
|
2022
Q2 | $1.26M | Buy |
4,624
+834
| +22% | +$228K | 1.1% | 17 |
|
|
2022
Q1 | $1.34M | Buy |
3,790
+1,950
| +106% | +$688K | 1.17% | 16 |
|
|
2021
Q4 | $550K | Hold |
1,840
| – | – | 0.47% | 21 |
|
|
2021
Q3 | $502K | Buy |
1,840
+449
| +32% | +$122K | 0.46% | 21 |
|
|
2021
Q2 | $387K | Buy |
1,391
+332
| +31% | +$92.4K | 0.38% | 25 |
|
|
2021
Q1 | $271K | Buy |
1,059
+168
| +19% | +$43K | 0.28% | 26 |
|
|
2020
Q4 | $207K | Buy |
+891
| New | +$207K | 0.21% | 27 |
|