Leicht Financial Planning & Wealth Management’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 | $578K | Buy |
1,190
+55
| +5% | +$26.7K | 0.27% | 15 |
|
|
2025
Q1 | $604K | Buy |
1,135
+3
| +0.3% | +$1.6K | 0.32% | 17 |
|
|
2024
Q4 | $513K | Hold |
1,132
| – | – | 0.26% | 17 |
|
|
2024
Q3 | $521K | Buy |
1,132
+22
| +2% | +$10.1K | 0.26% | 17 |
|
|
2024
Q2 | $452K | Hold |
1,110
| – | – | 0.24% | 17 |
|
|
2024
Q1 | $467K | Buy |
1,110
+31
| +3% | +$13K | 0.26% | 19 |
|
|
2023
Q4 | $385K | Buy |
1,079
+9
| +0.8% | +$3.21K | 0.22% | 19 |
|
|
2023
Q3 | $375K | Buy |
1,070
+20
| +2% | +$7.01K | 0.23% | 18 |
|
|
2023
Q2 | $358K | Hold |
1,050
| – | – | 0.22% | 18 |
|
|
2023
Q1 | $324K | Buy |
1,050
+87
| +9% | +$26.9K | 0.2% | 20 |
|
|
2022
Q4 | $297K | Hold |
963
| – | – | 0.2% | 23 |
|
|
2022
Q3 | $257K | Hold |
963
| – | – | 0.18% | 20 |
|
|
2022
Q2 | $263K | Hold |
963
| – | – | 0.18% | 22 |
|
|
2022
Q1 | $340K | Buy |
963
+8
| +0.8% | +$2.83K | 0.2% | 22 |
|
|
2021
Q4 | $286K | Hold |
955
| – | – | 0.16% | 20 |
|
|
2021
Q3 | $262K | Buy |
955
+9
| +1% | +$2.47K | 0.16% | 20 |
|
|
2021
Q2 | $265K | Hold |
946
| – | – | 0.16% | 22 |
|
|
2021
Q1 | $242K | Buy |
946
+16
| +2% | +$4.09K | 0.16% | 23 |
|
|
2020
Q4 | $215K | Buy |
+930
| New | +$215K | 0.15% | 21 |
|
|
2020
Q2 | – | Sell |
-1,350
| Closed | -$247K | – | 24 |
|
|
2020
Q1 | $247K | Buy |
+1,350
| New | +$247K | 0.24% | 49 |
|