Capital Planning Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Hold	4	–	–	0.43%	48
2025 Q1	$3.19M	Buy	+4	New	+$3.19M	0.49%	46
2023 Q3	–	Sell	-4	Closed	-$2.07M	–	122
2023 Q2	$2.07M	Hold	4	–	–	0.42%	52
2023 Q1	$1.86M	Hold	4	–	–	0.4%	57
2022 Q4	$1.87M	Hold	4	–	–	0.45%	52
2022 Q3	$1.63M	Hold	4	–	–	0.44%	52
2022 Q2	$1.64M	Sell	4 -1	-20%	-$409K	0.43%	53
2022 Q1	$2.65M	Hold	5	–	–	0.57%	46
2021 Q4	$2.25M	Hold	5	–	–	0.43%	59
2021 Q3	$2.06M	Hold	5	–	–	0.43%	59
2021 Q2	$2.09M	Hold	5	–	–	0.43%	57
2021 Q1	$1.93M	Hold	5	–	–	0.43%	60
2020 Q4	$1.74M	Hold	5	–	–	0.43%	57
2020 Q3	$1.6M	Buy	5 +1	+25%	+$320K	0.44%	57
2020 Q2	$1.07M	Hold	4	–	–	0.32%	63
2020 Q1	$1.09M	Hold	4	–	–	0.41%	62
2019 Q4	$1.36M	Buy	4 +1	+33%	+$340K	0.36%	64
2019 Q3	$935K	Hold	3	–	–	0.27%	65
2019 Q2	$955K	Hold	3	–	–	0.28%	64
2019 Q1	$904K	Hold	3	–	–	0.28%	71
2018 Q4	$918K	Hold	3	–	–	0.33%	63
2018 Q3	$960K	Buy	+3	New	+$960K	0.31%	75
2018 Q2	–	Sell	-3	Closed	-$897K	–	107
2018 Q1	$897K	Hold	3	–	–	0.32%	73
2017 Q4	$893K	Hold	3	–	–	0.31%	76
2017 Q3	$824K	Hold	3	–	–	0.32%	71
2017 Q2	$764K	Hold	3	–	–	0.34%	63
2017 Q1	$750K	Hold	3	–	–	0.37%	59
2016 Q4	$732K	Hold	3	–	–	0.39%	57
2016 Q3	$649K	Hold	3	–	–	0.35%	61
2016 Q2	$651K	Hold	3	–	–	0.36%	56
2016 Q1	$640K	Hold	3	–	–	0.31%	57
2015 Q4	$593K	Sell	3 -1	-25%	-$198K	0.35%	60
2015 Q3	$781K	Hold	4	–	–	0.51%	42
2015 Q2	$819K	Hold	4	–	–	0.48%	41
2015 Q1	$870K	Buy	4 +1	+33%	+$218K	0.61%	36
2014 Q4	$678K	Buy	+3	New	+$678K	0.59%	39