LifePlan Financial’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 | $271K | Sell |
557
-110
| -16% | -$53.4K | 0.22% | 85 |
|
|
2025
Q1 | $355K | Sell |
667
-45
| -6% | -$24K | 0.31% | 74 |
|
|
2024
Q4 | $323K | Sell |
712
-918
| -56% | -$416K | 0.29% | 79 |
|
|
2024
Q3 | $750K | Sell |
1,630
-220
| -12% | -$101K | 0.64% | 45 |
|
|
2024
Q2 | $753K | Sell |
1,850
-60
| -3% | -$24.4K | 0.69% | 45 |
|
|
2024
Q1 | $803K | Sell |
1,910
-5
| -0.3% | -$2.1K | 0.74% | 44 |
|
|
2023
Q4 | $683K | Buy |
+1,915
| New | +$683K | 0.68% | 46 |
|