Asset Planning Services 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 | $955K | Hold |
1,965
| – | – | 0.44% | 26 |
|
|
2025
Q1 | $1.05M | Hold |
1,965
| – | – | 0.53% | 26 |
|
|
2024
Q4 | $891K | Hold |
1,965
| – | – | 0.43% | 27 |
|
|
2024
Q3 | $904K | Sell |
1,965
-110
| -5% | -$50.6K | 0.45% | 27 |
|
|
2024
Q2 | $844K | Hold |
2,075
| – | – | 0.45% | 27 |
|
|
2024
Q1 | $873K | Hold |
2,075
| – | – | 0.49% | 27 |
|
|
2023
Q4 | $740K | Hold |
2,075
| – | – | 0.45% | 30 |
|
|
2023
Q3 | $727K | Hold |
2,075
| – | – | 0.48% | 29 |
|
|
2023
Q2 | $708K | Hold |
2,075
| – | – | 0.44% | 30 |
|
|
2023
Q1 | $641K | Hold |
2,075
| – | – | 0.41% | 31 |
|
|
2022
Q4 | $641K | Hold |
2,075
| – | – | 0.41% | 30 |
|
|
2022
Q3 | $554K | Hold |
2,075
| – | – | 0.39% | 30 |
|
|
2022
Q2 | $567K | Hold |
2,075
| – | – | 0.37% | 30 |
|
|
2022
Q1 | $732K | Hold |
2,075
| – | – | 0.42% | 31 |
|
|
2021
Q4 | $620K | Hold |
2,075
| – | – | 0.33% | 35 |
|
|
2021
Q3 | $566K | Hold |
2,075
| – | – | 0.33% | 34 |
|
|
2021
Q2 | $577K | Hold |
2,075
| – | – | 0.33% | 33 |
|
|
2021
Q1 | $530K | Hold |
2,075
| – | – | 0.32% | 35 |
|
|
2020
Q4 | $481K | Hold |
2,075
| – | – | 0.31% | 34 |
|
|
2020
Q3 | $442K | Hold |
2,075
| – | – | 0.3% | 33 |
|
|
2020
Q2 | $370K | Sell |
2,075
-375
| -15% | -$66.9K | 0.27% | 35 |
|
|
2020
Q1 | $448K | Hold |
2,450
| – | – | 0.37% | 31 |
|
|
2019
Q4 | $555K | Hold |
2,450
| – | – | 0.35% | 35 |
|
|
2019
Q3 | $510K | Hold |
2,450
| – | – | 0.33% | 36 |
|
|
2019
Q2 | $522K | Hold |
2,450
| – | – | 0.34% | 36 |
|
|
2019
Q1 | $492K | Hold |
2,450
| – | – | 0.34% | 34 |
|
|
2018
Q4 | $500K | Buy |
+2,450
| New | +$500K | 0.38% | 35 |
|