Capasso Planning Partners’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 | $3.16M | Sell |
6,513
-1,081
| -14% | -$525K | 1.79% | 13 |
|
|
2025
Q1 | $4.04M | Sell |
7,594
-1,601
| -17% | -$853K | 1.69% | 12 |
|
|
2024
Q4 | $4.17M | Sell |
9,195
-2,858
| -24% | -$1.3M | 1.67% | 11 |
|
|
2024
Q3 | $5.55M | Sell |
12,053
-1,992
| -14% | -$917K | 1.64% | 10 |
|
|
2024
Q2 | $5.71M | Buy |
14,045
+9,021
| +180% | +$3.67M | 1.86% | 10 |
|
|
2024
Q1 | $2.11M | Buy |
5,024
+123
| +3% | +$51.7K | 0.88% | 22 |
|
|
2023
Q4 | $1.75M | Buy |
4,901
+7
| +0.1% | +$2.5K | 0.82% | 24 |
|
|
2023
Q3 | $1.71M | Hold |
4,894
| – | – | 0.92% | 23 |
|
|
2023
Q2 | $1.67M | Buy |
4,894
+26
| +0.5% | +$8.87K | 0.9% | 26 |
|
|
2023
Q1 | $1.5M | Sell |
4,868
-26
| -0.5% | -$8.03K | 0.88% | 29 |
|
|
2022
Q4 | $1.51M | Buy |
4,894
+16
| +0.3% | +$4.94K | 0.96% | 26 |
|
|
2022
Q3 | $1.3M | Buy |
4,878
+28
| +0.6% | +$7.48K | 0.91% | 28 |
|
|
2022
Q2 | $1.32M | Buy |
4,850
+77
| +2% | +$21K | 0.94% | 27 |
|
|
2022
Q1 | $1.68M | Buy |
4,773
+40
| +0.8% | +$14.1K | 1.19% | 20 |
|
|
2021
Q4 | $1.42M | Buy |
+4,733
| New | +$1.42M | 1.03% | 26 |
|