Holistic 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 | $1.21M | Buy |
2,500
+756
| +43% | +$367K | 0.35% | 56 |
|
|
2025
Q1 | $929K | Buy |
1,744
+16
| +0.9% | +$8.52K | 0.31% | 65 |
|
|
2024
Q4 | $783K | Buy |
1,728
+50
| +3% | +$22.7K | 0.28% | 68 |
|
|
2024
Q3 | $772K | Buy |
1,678
+85
| +5% | +$39.1K | 0.33% | 64 |
|
|
2024
Q2 | $670K | Hold |
1,593
| – | – | 0.51% | 56 |
|
|
2024
Q1 | $670K | Sell |
1,593
-1
| -0.1% | -$421 | 0.51% | 56 |
|
|
2023
Q4 | $569K | Buy |
+1,594
| New | +$569K | 0.48% | 56 |
|