MPS Loria Financial Planners’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 | $1.72M | Hold |
3,531
| – | – | 0.5% | 19 |
|
|
2025
Q1 | $1.88M | Hold |
3,531
| – | – | 0.56% | 18 |
|
|
2024
Q4 | $1.6M | Buy |
3,531
+219
| +7% | +$99.3K | 0.47% | 18 |
|
|
2024
Q3 | $1.52M | Buy |
3,312
+5
| +0.2% | +$2.3K | 0.45% | 19 |
|
|
2024
Q2 | $1.35M | Buy |
3,307
+124
| +4% | +$50.4K | 0.43% | 21 |
|
|
2024
Q1 | $1.34M | Sell |
3,183
-66
| -2% | -$27.8K | 0.45% | 20 |
|
|
2023
Q4 | $1.16M | Sell |
3,249
-508
| -14% | -$181K | 0.41% | 21 |
|
|
2023
Q3 | $1.32M | Sell |
3,757
-377
| -9% | -$132K | 0.52% | 19 |
|
|
2023
Q2 | $1.41M | Hold |
4,134
| – | – | 0.53% | 18 |
|
|
2023
Q1 | $1.28M | Buy |
4,134
+120
| +3% | +$37.1K | 0.52% | 18 |
|
|
2022
Q4 | $1.24M | Sell |
4,014
-88
| -2% | -$27.2K | 0.55% | 19 |
|
|
2022
Q3 | $1.1M | Buy |
4,102
+119
| +3% | +$31.8K | 0.43% | 21 |
|
|
2022
Q2 | $1.09M | Sell |
3,983
-1,050
| -21% | -$287K | 0.49% | 21 |
|
|
2022
Q1 | $1.78M | Buy |
+5,033
| New | +$1.78M | 0.75% | 13 |
|
|
2021
Q2 | – | Sell |
-5,983
| Closed | -$1.53M | – | 161 |
|
|
2021
Q1 | $1.53M | Sell |
5,983
-400
| -6% | -$102K | 0.71% | 17 |
|
|
2020
Q4 | $1.46M | Buy |
6,383
+151
| +2% | +$34.5K | 0.65% | 16 |
|
|
2020
Q3 | $1.33M | Hold |
6,232
| – | – | 0.69% | 16 |
|
|
2020
Q2 | $1.11M | Buy |
6,232
+1,133
| +22% | +$202K | 0.6% | 20 |
|
|
2020
Q1 | $932K | Sell |
5,099
-100
| -2% | -$18.3K | 0.72% | 20 |
|
|
2019
Q4 | $1.18M | Hold |
5,199
| – | – | 0.69% | 21 |
|
|
2019
Q3 | $1.08M | Sell |
5,199
-200
| -4% | -$41.6K | 0.7% | 18 |
|
|
2019
Q2 | $1.15M | Hold |
5,399
| – | – | 0.74% | 19 |
|
|
2019
Q1 | $1.09M | Sell |
5,399
-77
| -1% | -$15.5K | 0.72% | 20 |
|
|
2018
Q4 | $1.12M | Buy |
5,476
+85
| +2% | +$17.4K | 0.8% | 18 |
|
|
2018
Q3 | $1.15M | Buy |
5,391
+192
| +4% | +$41.1K | 0.72% | 18 |
|
|
2018
Q2 | $970K | Hold |
5,199
| – | – | 0.98% | 19 |
|
|
2018
Q1 | $1.04M | Hold |
5,199
| – | – | 0.73% | 21 |
|
|
2017
Q4 | $1.03M | Hold |
5,199
| – | – | 0.7% | 22 |
|
|
2017
Q3 | $953K | Hold |
5,199
| – | – | 0.68% | 22 |
|
|
2017
Q2 | $923K | Buy |
+5,199
| New | +$923K | 0.62% | 22 |
|