Cypress Financial 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 | $1.83M | Buy |
3,759
+19
| +0.5% | +$9.23K | 0.6% | 19 |
|
|
2025
Q1 | $1.99M | Sell |
3,740
-2
| -0.1% | -$1.07K | 0.71% | 18 |
|
|
2024
Q4 | $1.7M | Buy |
3,742
+16
| +0.4% | +$7.25K | 0.62% | 19 |
|
|
2024
Q3 | $1.71M | Buy |
3,726
+5
| +0.1% | +$2.3K | 0.63% | 19 |
|
|
2024
Q2 | $1.51M | Buy |
3,721
+848
| +30% | +$345K | 0.63% | 18 |
|
|
2024
Q1 | $1.21M | Buy |
2,873
+525
| +22% | +$221K | 0.55% | 21 |
|
|
2023
Q4 | $854K | Sell |
2,348
-547
| -19% | -$199K | 0.78% | 15 |
|
|
2023
Q3 | $1.01M | Sell |
2,895
-250
| -8% | -$87.6K | 0.58% | 19 |
|
|
2023
Q2 | $1.08M | Sell |
3,145
-36
| -1% | -$12.3K | 0.61% | 18 |
|
|
2023
Q1 | $987K | Sell |
3,181
-325
| -9% | -$101K | 0.6% | 18 |
|
|
2022
Q4 | $1.09M | Buy |
3,506
+6
| +0.2% | +$1.86K | 0.73% | 18 |
|
|
2022
Q3 | $935K | Buy |
3,500
+2
| +0.1% | +$534 | 0.66% | 17 |
|
|
2022
Q2 | $955K | Buy |
+3,498
| New | +$955K | 0.65% | 18 |
|