Capital 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 | $1.87M | Hold |
3,840
| – | – | 0.01% | 89 |
|
|
2025
Q1 | $2.05M | Sell |
3,840
-37
| -1% | -$19.7K | 0.02% | 79 |
|
|
2024
Q4 | $1.76M | Buy |
3,877
+14
| +0.4% | +$6.35K | 0.02% | 80 |
|
|
2024
Q3 | $1.78M | Buy |
3,863
+23
| +0.6% | +$10.6K | 0.02% | 80 |
|
|
2024
Q2 | $1.56M | Hold |
3,840
| – | – | 0.02% | 83 |
|
|
2024
Q1 | $1.61M | Buy |
+3,840
| New | +$1.61M | 0.02% | 74 |
|
|
2021
Q2 | – | Sell |
-1,375
| Closed | -$351K | – | 121 |
|
|
2021
Q1 | $351K | Buy |
1,375
+5
| +0.4% | +$1.28K | 0.01% | 83 |
|
|
2020
Q4 | $319K | Hold |
1,370
| – | – | 0.01% | 83 |
|
|
2020
Q3 | $292K | Hold |
1,370
| – | – | 0.01% | 82 |
|
|
2020
Q2 | $245K | Sell |
1,370
-9,297
| -87% | -$1.66M | 0.01% | 90 |
|
|
2020
Q1 | $1.95M | Sell |
10,667
-86
| -0.8% | -$15.7K | 0.12% | 47 |
|
|
2019
Q4 | $2.44M | Sell |
10,753
-1,010
| -9% | -$229K | 0.14% | 42 |
|
|
2019
Q3 | $2.47M | Sell |
11,763
-2,137
| -15% | -$449K | 0.16% | 44 |
|
|
2019
Q2 | $2.96M | Buy |
13,900
+12,530
| +915% | +$2.67M | 0.21% | 40 |
|
|
2019
Q1 | $275K | Hold |
1,370
| – | – | 0.18% | 53 |
|
|
2018
Q4 | $280K | Hold |
1,370
| – | – | 0.19% | 49 |
|
|
2018
Q3 | $293K | Hold |
1,370
| – | – | 0.2% | 50 |
|
|
2018
Q2 | $256K | Hold |
1,370
| – | – | 0.18% | 60 |
|
|
2018
Q1 | $273K | Buy |
+1,370
| New | +$273K | 0.19% | 56 |
|
|
2017
Q4 | – | Sell |
-1,370
| Closed | -$251K | – | 110 |
|
|
2017
Q3 | $251K | Hold |
1,370
| – | – | 0.2% | 56 |
|
|
2017
Q2 | $232K | Hold |
1,370
| – | – | 0.04% | 88 |
|
|
2017
Q1 | $228K | Hold |
1,370
| – | – | 0.19% | 60 |
|
|
2016
Q4 | $223K | Buy |
+1,370
| New | +$223K | 0.2% | 64 |
|
|
2015
Q1 | – | Sell |
-1,370
| Closed | -$206K | – | 112 |
|
|
2014
Q4 | $206K | Sell |
1,370
-2,730
| -67% | -$410K | 0.1% | 103 |
|
|
2014
Q3 | $566K | Hold |
4,100
| – | – | 0.23% | 70 |
|
|
2014
Q2 | $519K | Buy |
+4,100
| New | +$519K | 0.19% | 74 |
|