Fiduciary 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 | – | Sell |
-472
| Closed | -$251K | – | 79 |
|
|
2025
Q1 | $251K | Hold |
472
| – | – | 0.08% | 67 |
|
|
2024
Q4 | $214K | Sell |
472
-13
| -3% | -$5.89K | 0.07% | 72 |
|
|
2024
Q3 | $223K | Buy |
+485
| New | +$223K | 0.08% | 58 |
|
|
2021
Q2 | – | Sell |
-139
| Closed | -$36K | – | 88 |
|
|
2021
Q1 | $36K | Buy |
139
+96
| +223% | +$24.9K | 0.05% | 89 |
|
|
2020
Q4 | $10K | Sell |
43
-52
| -55% | -$12.1K | 0.01% | 145 |
|
|
2020
Q3 | $20K | Buy |
+95
| New | +$20K | 0.03% | 87 |
|