Capital 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 | $1.19M | Buy |
2,455
+140
| +6% | +$68K | 0.37% | 33 |
|
|
2025
Q1 | $1.23M | Sell |
2,315
-212
| -8% | -$113K | 0.34% | 46 |
|
|
2024
Q4 | $1.15M | Buy |
2,527
+835
| +49% | +$378K | 0.3% | 43 |
|
|
2024
Q3 | $779K | Buy |
1,692
+192
| +13% | +$88.4K | 0.22% | 50 |
|
|
2024
Q2 | $610K | Hold |
1,500
| – | – | 0.18% | 50 |
|
|
2024
Q1 | $631K | Buy |
1,500
+500
| +50% | +$210K | 0.21% | 50 |
|
|
2023
Q4 | $357K | Sell |
1,000
-500
| -33% | -$178K | 0.13% | 61 |
|
|
2023
Q3 | $525K | Hold |
1,500
| – | – | 0.21% | 54 |
|
|
2023
Q2 | $512K | Hold |
1,500
| – | – | 0.2% | 52 |
|
|
2023
Q1 | $463K | Hold |
1,500
| – | – | 0.19% | 55 |
|
|
2022
Q4 | $463K | Hold |
1,500
| – | – | 0.21% | 59 |
|
|
2022
Q3 | $401K | Hold |
1,500
| – | – | 0.23% | 44 |
|
|
2022
Q2 | $410K | Sell |
1,500
-9
| -0.6% | -$2.46K | 0.22% | 44 |
|
|
2022
Q1 | $533K | Buy |
1,509
+9
| +0.6% | +$3.18K | 0.21% | 43 |
|
|
2021
Q4 | $449K | Sell |
1,500
-25
| -2% | -$7.48K | 0.17% | 55 |
|
|
2021
Q3 | $416K | Hold |
1,525
| – | – | 0.17% | 55 |
|
|
2021
Q2 | $424K | Sell |
1,525
-9
| -0.6% | -$2.5K | 0.18% | 54 |
|
|
2021
Q1 | $392K | Buy |
1,534
+9
| +0.6% | +$2.3K | 0.17% | 51 |
|
|
2020
Q4 | $354K | Buy |
+1,525
| New | +$354K | 0.17% | 55 |
|