LifePlan Investment Advisors’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 | $251K | Hold |
516
| – | – | 0.12% | 97 |
|
|
2025
Q1 | $275K | Sell |
516
-2
| -0.4% | -$1.07K | 0.16% | 82 |
|
|
2024
Q4 | $235K | Buy |
518
+3
| +0.6% | +$1.36K | 0.15% | 88 |
|
|
2024
Q3 | $237K | Sell |
515
-43
| -8% | -$19.8K | 0.15% | 82 |
|
|
2024
Q2 | $227K | Buy |
558
+65
| +13% | +$26.4K | 0.16% | 79 |
|
|
2024
Q1 | $207K | Buy |
+493
| New | +$207K | 0.17% | 79 |
|