Cornerstone Planning Group’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
$389K Sell
838
-61
-7% -$28.3K 0.08% 56
2025
Q1
$474K Buy
899
+64
+8% +$33.7K 0.11% 48
2024
Q4
$396K Buy
835
+21
+3% +$9.97K 0.1% 47
2024
Q3
$370K Buy
814
+15
+2% +$6.82K 0.1% 50
2024
Q2
$331K Buy
799
+49
+7% +$20.3K 0.09% 60
2024
Q1
$301K Buy
750
+77
+11% +$30.9K 0.09% 53
2023
Q4
$240K Buy
673
+3
+0.4% +$1.07K 0.08% 75
2023
Q3
$235K Buy
670
+9
+1% +$3.15K 0.09% 73
2023
Q2
$225K Buy
+661
New +$225K 0.09% 85
2022
Q4
$201K Buy
+658
New +$201K 0.08% 99