Keener 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 | $512K | Hold |
1,056
| – | – | 0.26% | 25 |
|
|
2025
Q1 | $562K | Sell |
1,056
-32
| -3% | -$17K | 0.37% | 18 |
|
|
2024
Q4 | $493K | Buy |
1,088
+32
| +3% | +$14.5K | 0.29% | 23 |
|
|
2024
Q3 | $486K | Buy |
1,056
+4
| +0.4% | +$1.84K | 0.32% | 23 |
|
|
2024
Q2 | $427K | Hold |
1,052
| – | – | 0.28% | 27 |
|
|
2024
Q1 | $443K | Hold |
1,052
| – | – | 0.3% | 23 |
|
|
2023
Q4 | $375K | Buy |
+1,052
| New | +$375K | 0.29% | 24 |
|