Beacon Financial Planning’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 | Sell |
41,229
-2,515
| -6% | -$1.22M | 11.18% | 3 |
|
|
2025
Q1 | $23.3M | Sell |
43,744
-1,108
| -2% | -$590K | 13.39% | 2 |
|
|
2024
Q4 | $20.3M | Sell |
44,852
-414
| -0.9% | -$188K | 11.83% | 3 |
|
|
2024
Q3 | $20.8M | Sell |
45,266
-1,777
| -4% | -$818K | 12.86% | 2 |
|
|
2024
Q2 | $19.1M | Sell |
47,043
-1,094
| -2% | -$445K | 13% | 3 |
|
|
2024
Q1 | $20.2M | Sell |
48,137
-356
| -0.7% | -$150K | 14.13% | 2 |
|
|
2023
Q4 | $17.3M | Sell |
48,493
-505
| -1% | -$180K | 13.54% | 3 |
|
|
2023
Q3 | $17.2M | Sell |
48,998
-1,390
| -3% | -$487K | 14.83% | 2 |
|
|
2023
Q2 | $17.2M | Sell |
50,388
-556
| -1% | -$190K | 14.59% | 2 |
|
|
2023
Q1 | $15.7M | Sell |
50,944
-718
| -1% | -$222K | 14.73% | 2 |
|
|
2022
Q4 | $16M | Buy |
+51,662
| New | +$16M | 16.54% | 2 |
|