Mark Sheptoff 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 | $3.47M | Hold |
7,136
| – | – | 1.85% | 14 |
|
|
2025
Q1 | $3.8M | Sell |
7,136
-26
| -0.4% | -$13.8K | 2.1% | 13 |
|
|
2024
Q4 | $3.25M | Hold |
7,162
| – | – | 1.74% | 14 |
|
|
2024
Q3 | $3.3M | Hold |
7,162
| – | – | 1.75% | 12 |
|
|
2024
Q2 | $2.91M | Hold |
7,162
| – | – | 1.63% | 11 |
|
|
2024
Q1 | $3.01M | Sell |
7,162
-48
| -0.7% | -$20.2K | 1.67% | 12 |
|
|
2023
Q4 | $2.57M | Sell |
7,210
-12
| -0.2% | -$4.28K | 1.55% | 14 |
|
|
2023
Q3 | $2.53M | Buy |
7,222
+36
| +0.5% | +$12.6K | 1.62% | 16 |
|
|
2023
Q2 | $2.45M | Hold |
7,186
| – | – | 1.4% | 17 |
|
|
2023
Q1 | $2.22M | Sell |
7,186
-50
| -0.7% | -$15.4K | 1.29% | 18 |
|
|
2022
Q4 | $2.24M | Hold |
7,236
| – | – | 1.31% | 17 |
|
|
2022
Q3 | $1.93M | Hold |
7,236
| – | – | 1.18% | 19 |
|
|
2022
Q2 | $1.98M | Hold |
7,236
| – | – | 1.14% | 19 |
|
|
2022
Q1 | $2.55M | Sell |
7,236
-210
| -3% | -$74.1K | 1.29% | 16 |
|
|
2021
Q4 | $2.23M | Sell |
7,446
-30
| -0.4% | -$8.97K | 1.06% | 21 |
|
|
2021
Q3 | $2.04M | Sell |
7,476
-175
| -2% | -$47.8K | 1.12% | 19 |
|
|
2021
Q2 | $2.13M | Buy |
7,651
+105
| +1% | +$29.2K | 1.14% | 19 |
|
|
2021
Q1 | $1.93M | Sell |
7,546
-255
| -3% | -$65.2K | 1.11% | 19 |
|
|
2020
Q4 | $1.81M | Sell |
7,801
-765
| -9% | -$177K | 1.03% | 24 |
|
|
2020
Q3 | $1.82M | Sell |
8,566
-1,425
| -14% | -$303K | 1.12% | 22 |
|
|
2020
Q2 | $1.78M | Sell |
9,991
-874
| -8% | -$156K | 1.16% | 22 |
|
|
2020
Q1 | $1.99M | Sell |
10,865
-735
| -6% | -$134K | 1.5% | 18 |
|
|
2019
Q4 | $2.63M | Sell |
11,600
-1,140
| -9% | -$258K | 1.65% | 18 |
|
|
2019
Q3 | $2.65M | Sell |
12,740
-5,584
| -30% | -$1.16M | 1.79% | 15 |
|
|
2019
Q2 | $3.91M | Sell |
18,324
-475
| -3% | -$101K | 2.67% | 11 |
|
|
2019
Q1 | $3.78M | Sell |
18,799
-189
| -1% | -$38K | 2.72% | 9 |
|
|
2018
Q4 | $3.88M | Sell |
18,988
-125
| -0.7% | -$25.5K | 3.22% | 7 |
|
|
2018
Q3 | $4.09M | Sell |
19,113
-240
| -1% | -$51.4K | 2.81% | 8 |
|
|
2018
Q2 | $3.61M | Sell |
19,353
-40
| -0.2% | -$7.47K | 2.67% | 9 |
|
|
2018
Q1 | $3.87M | Sell |
19,393
-2
| -0% | -$399 | 2.68% | 9 |
|
|
2017
Q4 | $3.84M | Sell |
19,395
-320
| -2% | -$63.4K | 2.5% | 9 |
|
|
2017
Q3 | $3.61M | Hold |
19,715
| – | – | 2.43% | 11 |
|
|
2017
Q2 | $3.34M | Buy |
19,715
+24
| +0.1% | +$4.07K | 2.29% | 9 |
|
|
2017
Q1 | $3.28M | Buy |
19,691
+1,651
| +9% | +$275K | 2.34% | 10 |
|
|
2016
Q4 | $2.94M | Sell |
18,040
-250
| -1% | -$40.7K | 2.18% | 9 |
|
|
2016
Q3 | $2.64M | Buy |
18,290
+315
| +2% | +$45.5K | 1.96% | 11 |
|
|
2016
Q2 | $2.6M | Sell |
17,975
-2,360
| -12% | -$342K | 1.95% | 13 |
|
|
2016
Q1 | $2.89M | Sell |
20,335
-2,475
| -11% | -$351K | 2.35% | 9 |
|
|
2015
Q4 | $3.01M | Buy |
22,810
+2,340
| +11% | +$309K | 2.44% | 8 |
|
|
2015
Q3 | $2.67M | Sell |
20,470
-5
| -0% | -$652 | 2.34% | 9 |
|
|
2015
Q2 | $2.79M | Buy |
20,475
+550
| +3% | +$74.9K | 2.25% | 9 |
|
|
2015
Q1 | $2.88M | Buy |
19,925
+1,425
| +8% | +$206K | 2.4% | 9 |
|
|
2014
Q4 | $2.78M | Buy |
18,500
+1,750
| +10% | +$263K | 2.46% | 9 |
|
|
2014
Q3 | $2.31M | Buy |
16,750
+2,050
| +14% | +$283K | 2.05% | 11 |
|
|
2014
Q2 | $1.86M | Buy |
14,700
+2,800
| +24% | +$354K | 1.59% | 15 |
|
|
2014
Q1 | $1.49M | Buy |
+11,900
| New | +$1.49M | 1.32% | 20 |
|