Laurel Wealth 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 | $2.13M | Sell |
4,378
-6
| -0.1% | -$2.92K | 1.21% | 25 |
|
|
2025
Q1 | $2.33M | Sell |
4,384
-469
| -10% | -$250K | 1.55% | 22 |
|
|
2024
Q4 | $2.2M | Buy |
4,853
+1,126
| +30% | +$510K | 1.42% | 22 |
|
|
2024
Q3 | $1.72M | Hold |
3,727
| – | – | 1.12% | 26 |
|
|
2024
Q2 | $1.52M | Sell |
3,727
-41
| -1% | -$16.7K | 1.06% | 25 |
|
|
2024
Q1 | $1.59M | Buy |
3,768
+9
| +0.2% | +$3.79K | 1.05% | 25 |
|
|
2023
Q4 | $1.34M | Sell |
3,759
-203
| -5% | -$72.4K | 0.95% | 28 |
|
|
2023
Q3 | $1.39M | Hold |
3,962
| – | – | 1.08% | 27 |
|
|
2023
Q2 | $1.35M | Sell |
3,962
-151
| -4% | -$51.5K | 0.96% | 31 |
|
|
2023
Q1 | $1.27M | Hold |
4,113
| – | – | 0.84% | 36 |
|
|
2022
Q4 | $1.27M | Hold |
4,113
| – | – | 0.82% | 34 |
|
|
2022
Q3 | $1.1M | Buy |
4,113
+475
| +13% | +$127K | 0.81% | 34 |
|
|
2022
Q2 | $993K | Sell |
3,638
-250
| -6% | -$68.2K | 0.7% | 36 |
|
|
2022
Q1 | $1.37M | Hold |
3,888
| – | – | 0.93% | 32 |
|
|
2021
Q4 | $1.16M | Buy |
3,888
+99
| +3% | +$29.6K | 0.88% | 33 |
|
|
2021
Q3 | $1.03M | Buy |
3,789
+1,311
| +53% | +$358K | 0.83% | 28 |
|
|
2021
Q2 | $689K | Buy |
2,478
+2,323
| +1,499% | +$646K | 0.6% | 32 |
|
|
2021
Q1 | $40K | Sell |
155
-22
| -12% | -$5.68K | 0.04% | 68 |
|
|
2020
Q4 | $0 | Buy |
+177
| New | – | ﹤0.01% | 120 |
|