Essential 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 | $1.67M | Hold |
3,441
| – | – | 0.62% | 23 |
|
|
2025
Q1 | $1.83M | Sell |
3,441
-145,652
| -98% | -$77.6M | 0.74% | 21 |
|
|
2024
Q4 | $68.8M | Buy |
149,093
+145,618
| +4,190% | +$67.2M | 0.45% | 24 |
|
|
2024
Q3 | $1.6M | Buy |
3,475
+84
| +2% | +$38.7K | 0.66% | 22 |
|
|
2024
Q2 | $1.38M | Sell |
3,391
-103
| -3% | -$41.9K | 0.61% | 23 |
|
|
2024
Q1 | $1.25M | Sell |
3,494
-6
| -0.2% | -$2.14K | 0.62% | 21 |
|
|
2023
Q4 | $1.25M | Sell |
3,500
-86
| -2% | -$30.7K | 0.63% | 21 |
|
|
2023
Q3 | $1.26M | Sell |
3,586
-21
| -0.6% | -$7.36K | 0.7% | 20 |
|
|
2023
Q2 | $1.23M | Buy |
3,607
+63
| +2% | +$21.5K | 0.7% | 18 |
|
|
2023
Q1 | $1.06M | Sell |
3,544
-428
| -11% | -$128K | 0.64% | 18 |
|
|
2022
Q4 | $1.06M | Buy |
3,972
+2,572
| +184% | +$688K | 0.82% | 17 |
|
|
2022
Q3 | $374K | Buy |
+1,400
| New | +$374K | 2.16% | 11 |
|