Bernardo Wealth 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 | $620K | Sell |
1,276
-84
| -6% | -$40.8K | 0.13% | 63 |
|
|
2025
Q1 | $724K | Buy |
1,360
+111
| +9% | +$59.1K | 0.17% | 51 |
|
|
2024
Q4 | $553K | Buy |
1,249
+78
| +7% | +$34.5K | 0.13% | 59 |
|
|
2024
Q3 | $546K | Sell |
1,171
-12
| -1% | -$5.6K | 0.13% | 62 |
|
|
2024
Q2 | $481K | Sell |
1,183
-54
| -4% | -$22K | 0.13% | 59 |
|
|
2024
Q1 | $520K | Buy |
1,237
+113
| +10% | +$47.5K | 0.14% | 58 |
|
|
2023
Q4 | $401K | Buy |
1,124
+60
| +6% | +$21.4K | 0.13% | 62 |
|
|
2023
Q3 | $373K | Hold |
1,064
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $363K | Sell |
1,064
-36
| -3% | -$12.3K | 0.14% | 60 |
|
|
2023
Q1 | $340K | Hold |
1,100
| – | – | 0.15% | 61 |
|
|
2022
Q4 | $340K | Hold |
1,100
| – | – | 0.16% | 63 |
|
|
2022
Q3 | $310K | Hold |
1,100
| – | – | 0.18% | 62 |
|
|
2022
Q2 | $300K | Buy |
1,100
+12
| +1% | +$3.27K | 0.17% | 61 |
|
|
2022
Q1 | $383K | Sell |
1,088
-75
| -6% | -$26.4K | 0.19% | 57 |
|
|
2021
Q4 | $347K | Hold |
1,163
| – | – | 0.17% | 58 |
|
|
2021
Q3 | $317K | Hold |
1,163
| – | – | 0.18% | 57 |
|
|
2021
Q2 | $323K | Sell |
1,163
-904
| -44% | -$251K | 0.19% | 58 |
|
|
2021
Q1 | $528K | Sell |
2,067
-2,849
| -58% | -$728K | 0.34% | 42 |
|
|
2020
Q4 | $1.14M | Hold |
4,916
| – | – | 0.44% | 43 |
|
|
2020
Q3 | $1.05M | Buy |
4,916
+2,070
| +73% | +$440K | 0.47% | 40 |
|
|
2020
Q2 | $508K | Buy |
2,846
+831
| +41% | +$148K | 0.27% | 70 |
|
|
2020
Q1 | $368K | Sell |
2,015
-105
| -5% | -$19.2K | 0.26% | 95 |
|
|
2019
Q4 | $480K | Sell |
2,120
-5
| -0.2% | -$1.13K | 0.29% | 80 |
|
|
2019
Q3 | $442K | Buy |
2,125
+300
| +16% | +$62.4K | 0.32% | 79 |
|
|
2019
Q2 | $389K | Hold |
1,825
| – | – | 0.3% | 91 |
|
|
2019
Q1 | $367K | Hold |
1,825
| – | – | 0.29% | 92 |
|
|
2018
Q4 | $373K | Buy |
+1,825
| New | +$373K | 0.33% | 81 |
|