Financial Planning & Information Services’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
2023 Q3	–	Sell	-1,091	Closed	-$372K	–	85
2023 Q2	$372K	Hold	1,091	–	–	0.07%	66
2023 Q1	$337K	Sell	1,091 -101	-8%	-$31.2K	0.07%	72
2022 Q4	$368K	Hold	1,192	–	–	0.08%	63
2022 Q3	$318K	Buy	1,192 +34	+3%	+$9.07K	0.08%	65
2022 Q2	$316K	Buy	1,158 +14	+1%	+$3.82K	0.08%	64
2022 Q1	$404K	Hold	1,144	–	–	0.09%	60
2021 Q4	$342K	Hold	1,144	–	–	0.08%	60
2021 Q3	$312K	Hold	1,144	–	–	0.08%	60
2021 Q2	$318K	Sell	1,144 -25	-2%	-$6.95K	0.09%	55
2021 Q1	$299K	Buy	1,169 +25	+2%	+$6.39K	0.09%	59
2020 Q4	$265K	Hold	1,144	–	–	0.09%	58
2020 Q3	$244K	Hold	1,144	–	–	0.09%	58
2020 Q2	$204K	Hold	1,144	–	–	0.09%	51
2020 Q1	$209K	Hold	1,144	–	–	0.11%	49
2019 Q4	$259K	Hold	1,144	–	–	0.1%	49
2019 Q3	$238K	Hold	1,144	–	–	0.1%	48
2019 Q2	$244K	Hold	1,144	–	–	0.11%	48
2019 Q1	$230K	Hold	1,144	–	–	0.1%	46
2018 Q4	$234K	Hold	1,144	–	–	0.12%	43
2018 Q3	$245K	Sell	1,144 -180	-14%	-$38.5K	0.09%	44
2018 Q2	$247K	Hold	1,324	–	–	0.09%	42
2018 Q1	$264K	Hold	1,324	–	–	0.09%	40
2017 Q4	$262K	Hold	1,324	–	–	0.09%	33
2017 Q3	$243K	Hold	1,324	–	–	0.09%	33
2017 Q2	$224K	Sell	1,324 -124	-9%	-$21K	0.08%	34
2017 Q1	$241K	Hold	1,448	–	–	0.09%	32
2016 Q4	$236K	Hold	1,448	–	–	0.09%	32
2016 Q3	$209K	Hold	1,448	–	–	0.09%	35
2016 Q2	$210K	Hold	1,448	–	–	0.1%	35
2016 Q1	$205K	Buy	+1,448	New	+$205K	0.11%	34
2015 Q4	–	Sell	-1,603	Closed	-$209K	–	32
2015 Q3	$209K	Hold	1,603	–	–	0.13%	31
2015 Q2	$218K	Hold	1,603	–	–	0.13%	32
2015 Q1	$231K	Buy	+1,603	New	+$231K	0.15%	28
2014 Q1	–	Sell	-1,775	Closed	-$210K	–	33
2013 Q4	$210K	Buy	+1,775	New	+$210K	0.15%	31