Meredith 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 | $268K | Buy |
551
+24
| +5% | +$11.7K | 0.1% | 53 |
|
|
2025
Q1 | $281K | Buy |
527
+15
| +3% | +$7.99K | 0.12% | 44 |
|
|
2024
Q4 | $232K | Buy |
+512
| New | +$232K | 0.1% | 48 |
|
|
2023
Q2 | – | Sell |
-1,194
| Closed | -$369K | – | 46 |
|
|
2023
Q1 | $369K | Hold |
1,194
| – | – | 0.3% | 31 |
|
|
2022
Q4 | $369K | Buy |
+1,194
| New | +$369K | 0.32% | 30 |
|