Briaud 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 | $733K | Buy |
1,509
+40
| +3% | +$19.4K | 0.29% | 13 |
|
|
2025
Q1 | $782K | Hold |
1,469
| – | – | 0.31% | 13 |
|
|
2024
Q4 | $665K | Buy |
1,469
+100
| +7% | +$45.3K | 0.27% | 14 |
|
|
2024
Q3 | $630K | Hold |
1,369
| – | – | 0.33% | 13 |
|
|
2024
Q2 | $556K | Hold |
1,369
| – | – | 0.32% | 13 |
|
|
2024
Q1 | $576K | Buy |
+1,369
| New | +$576K | 0.33% | 13 |
|
|
2023
Q4 | – | Sell |
-1,369
| Closed | -$479K | – | 36 |
|
|
2023
Q3 | $479K | Hold |
1,369
| – | – | 0.39% | 15 |
|
|
2023
Q2 | $466K | Buy |
1,369
+303
| +28% | +$103K | 0.44% | 13 |
|
|
2023
Q1 | $329K | Hold |
1,066
| – | – | 0.31% | 14 |
|
|
2022
Q4 | $329K | Sell |
1,066
-51
| -5% | -$15.7K | 0.27% | 14 |
|
|
2022
Q3 | $334K | Buy |
1,117
+51
| +5% | +$15.3K | 0.3% | 17 |
|
|
2022
Q2 | $291K | Hold |
1,066
| – | – | 0.19% | 16 |
|
|
2022
Q1 | $376K | Buy |
1,066
+100
| +10% | +$35.3K | 0.22% | 17 |
|
|
2021
Q4 | $288K | Hold |
966
| – | – | 0.16% | 19 |
|
|
2021
Q3 | $263K | Hold |
966
| – | – | 0.17% | 15 |
|
|
2021
Q2 | $268K | Hold |
966
| – | – | 0.18% | 17 |
|
|
2021
Q1 | $247K | Hold |
966
| – | – | 0.18% | 18 |
|
|
2020
Q4 | $223 | Buy |
+966
| New | +$223 | 0.14% | 16 |
|
|
2020
Q2 | – | Sell |
-1,167
| Closed | -$213K | – | 19 |
|
|
2020
Q1 | $213K | Hold |
1,167
| – | – | 0.31% | 13 |
|
|
2019
Q4 | $264K | Buy |
+1,167
| New | +$264K | 0.27% | 16 |
|