Creative 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 | $1.34B | Buy |
2,764,486
+2,839
| +0.1% | +$1.38M | 1.15% | 21 |
|
|
2025
Q1 | $1.47B | Buy |
2,761,647
+60,458
| +2% | +$32.2M | 1.38% | 15 |
|
|
2024
Q4 | $1.22B | Sell |
2,701,189
-7,818
| -0.3% | -$3.54M | 1.19% | 20 |
|
|
2024
Q3 | $1.24B | Buy |
2,709,007
+17,869
| +0.7% | +$8.19M | 1.23% | 20 |
|
|
2024
Q2 | $1.09B | Buy |
2,691,138
+15,298
| +0.6% | +$6.22M | 1.17% | 21 |
|
|
2024
Q1 | $1.13B | Buy |
2,675,840
+10,604
| +0.4% | +$4.46M | 1.25% | 21 |
|
|
2023
Q4 | $951M | Buy |
2,665,236
+33,170
| +1% | +$11.8M | 1.76% | 16 |
|
|
2023
Q3 | $922M | Sell |
2,632,066
-8,136
| -0.3% | -$2.85M | 1.23% | 21 |
|
|
2023
Q2 | $900M | Buy |
2,640,202
+15,488
| +0.6% | +$5.28M | 1.2% | 22 |
|
|
2023
Q1 | $810M | Sell |
2,624,714
-37,707
| -1% | -$11.6M | 1.17% | 22 |
|
|
2022
Q4 | $822M | Sell |
2,662,421
-3,989
| -0.1% | -$1.23M | 1.24% | 22 |
|
|
2022
Q3 | $712M | Sell |
2,666,410
-20,189
| -0.8% | -$5.39M | 1.23% | 22 |
|
|
2022
Q2 | $733M | Buy |
2,686,599
+30,842
| +1% | +$8.42M | 1.21% | 20 |
|
|
2022
Q1 | $937M | Buy |
2,655,757
+15,418
| +0.6% | +$5.44M | 1.45% | 18 |
|
|
2021
Q4 | $789M | Sell |
2,640,339
-37,553
| -1% | -$11.2M | 1.27% | 19 |
|
|
2021
Q3 | $731M | Sell |
2,677,892
-22,660
| -0.8% | -$6.18M | 1.3% | 18 |
|
|
2021
Q2 | $751M | Sell |
2,700,552
-184,703
| -6% | -$51.3M | 1.33% | 18 |
|
|
2021
Q1 | $737M | Sell |
2,885,255
-133,897
| -4% | -$34.2M | 1.49% | 16 |
|
|
2020
Q4 | $700M | Sell |
3,019,152
-140,090
| -4% | -$32.5M | 1.54% | 15 |
|
|
2020
Q3 | $673M | Buy |
3,159,242
+36,250
| +1% | +$7.72M | 1.76% | 14 |
|
|
2020
Q2 | $557M | Sell |
3,122,992
-222,547
| -7% | -$39.7M | 1.61% | 16 |
|
|
2020
Q1 | $612M | Sell |
3,345,539
-286,830
| -8% | -$52.4M | 2.17% | 11 |
|
|
2019
Q4 | $823M | Sell |
3,632,369
-76,898
| -2% | -$17.4M | 2.47% | 9 |
|
|
2019
Q3 | $772M | Buy |
3,709,267
+91,145
| +3% | +$19M | 2.51% | 8 |
|
|
2019
Q2 | $771M | Buy |
3,618,122
+98,073
| +3% | +$20.9M | 2.59% | 7 |
|
|
2019
Q1 | $707M | Buy |
3,520,049
+94,419
| +3% | +$19M | 2.55% | 8 |
|
|
2018
Q4 | $699M | Buy |
3,425,630
+61,077
| +2% | +$12.5M | 2.87% | 7 |
|
|
2018
Q3 | $720M | Sell |
3,364,553
-61,194
| -2% | -$13.1M | 2.67% | 7 |
|
|
2018
Q2 | $639M | Buy |
3,425,747
+82,859
| +2% | +$15.5M | 2.51% | 8 |
|
|
2018
Q1 | $667M | Buy |
3,342,888
+353,402
| +12% | +$70.5M | 2.71% | 7 |
|
|
2017
Q4 | $593M | Buy |
2,989,486
+159,713
| +6% | +$31.7M | 2.55% | 9 |
|
|
2017
Q3 | $519M | Buy |
2,829,773
+149,571
| +6% | +$27.4M | 2.41% | 9 |
|
|
2017
Q2 | $454M | Buy |
2,680,202
+151,386
| +6% | +$25.6M | 2.3% | 9 |
|
|
2017
Q1 | $422M | Buy |
2,528,816
+180,052
| +8% | +$30M | 2.3% | 10 |
|
|
2016
Q4 | $383M | Buy |
2,348,764
+121,980
| +5% | +$19.9M | 2.33% | 10 |
|
|
2016
Q3 | $322M | Buy |
2,226,784
+195,323
| +10% | +$28.2M | 2.05% | 10 |
|
|
2016
Q2 | $294M | Buy |
2,031,461
+120,116
| +6% | +$17.4M | 2.13% | 10 |
|
|
2016
Q1 | $271M | Buy |
1,911,345
+90,185
| +5% | +$12.8M | 2.11% | 10 |
|
|
2015
Q4 | $240M | Buy |
1,821,160
+82,699
| +5% | +$10.9M | 1.98% | 10 |
|
|
2015
Q3 | $227M | Buy |
1,738,461
+80,767
| +5% | +$10.5M | 2% | 10 |
|
|
2015
Q2 | $226M | Buy |
1,657,694
+93,532
| +6% | +$12.7M | 2.05% | 11 |
|
|
2015
Q1 | $226M | Buy |
1,564,162
+117,929
| +8% | +$17M | 2.12% | 10 |
|
|
2014
Q4 | $217M | Buy |
1,446,233
+110,223
| +8% | +$16.5M | 2.26% | 10 |
|
|
2014
Q3 | $185M | Buy |
1,336,010
+95,631
| +8% | +$13.2M | 2.14% | 12 |
|
|
2014
Q2 | $157M | Buy |
1,240,379
+95,536
| +8% | +$12.1M | 2.04% | 12 |
|
|
2014
Q1 | $143M | Buy |
1,144,843
+70,143
| +7% | +$8.77M | 2.15% | 13 |
|
|
2013
Q4 | $127M | Buy |
1,074,700
+105,223
| +11% | +$12.5M | 2.18% | 13 |
|
|
2013
Q3 | $110M | Buy |
969,477
+79,369
| +9% | +$9.01M | 2.18% | 14 |
|
|
2013
Q2 | $99.6M | Buy |
+890,108
| New | +$99.6M | 2.32% | 11 |
|