CFFP
Center for Financial Planning’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
14,041
+66
| +0.5% | +$32.1K | 0.78% | 12 |
|
|
2025
Q1 | $7.44M | Sell |
13,975
-308
| -2% | -$164K | 0.95% | 11 |
|
|
2024
Q4 | $6.47M | Buy |
14,283
+1,055
| +8% | +$478K | 0.86% | 12 |
|
|
2024
Q3 | $6.09M | Sell |
13,228
-372
| -3% | -$171K | 0.83% | 12 |
|
|
2024
Q2 | $5.53M | Sell |
13,600
-130
| -0.9% | -$52.9K | 0.8% | 12 |
|
|
2024
Q1 | $5.77M | Sell |
13,730
-3
| -0% | -$1.26K | 0.86% | 11 |
|
|
2023
Q4 | $4.9M | Sell |
13,733
-9
| -0.1% | -$3.21K | 0.9% | 11 |
|
|
2023
Q3 | $4.81M | Buy |
13,742
+10
| +0.1% | +$3.5K | 1.04% | 11 |
|
|
2023
Q2 | $4.68M | Hold |
13,732
| – | – | 0.98% | 11 |
|
|
2023
Q1 | $4.24M | Sell |
13,732
-35
| -0.3% | -$10.8K | 0.98% | 11 |
|
|
2022
Q4 | $4.25M | Sell |
13,767
-356
| -3% | -$110K | 1.03% | 9 |
|
|
2022
Q3 | $3.77M | Buy |
14,123
+26
| +0.2% | +$6.94K | 1.01% | 12 |
|
|
2022
Q2 | $3.85M | Hold |
14,097
| – | – | 0.98% | 11 |
|
|
2022
Q1 | $4.98M | Sell |
14,097
-808
| -5% | -$285K | 1.02% | 9 |
|
|
2021
Q4 | $4.46M | Sell |
14,905
-483
| -3% | -$144K | 0.91% | 11 |
|
|
2021
Q3 | $4.2M | Hold |
15,388
| – | – | 1.02% | 9 |
|
|
2021
Q2 | $4.28M | Sell |
15,388
-70
| -0.5% | -$19.5K | 1.05% | 10 |
|
|
2021
Q1 | $3.95M | Sell |
15,458
-549
| -3% | -$140K | 1.03% | 10 |
|
|
2020
Q4 | $3.71M | Sell |
16,007
-30
| -0.2% | -$6.96K | 1.05% | 9 |
|
|
2020
Q3 | $3.42M | Sell |
16,037
-337
| -2% | -$71.8K | 1.1% | 9 |
|
|
2020
Q2 | $2.92M | Buy |
16,374
+4,224
| +35% | +$754K | 1.02% | 9 |
|
|
2020
Q1 | $2.22M | Sell |
12,150
-6,911
| -36% | -$1.26M | 0.75% | 11 |
|
|
2019
Q4 | $4.32M | Buy |
+19,061
| New | +$4.32M | 1.08% | 9 |
|