New England Professional Planning Group’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 | $550K | Sell |
1,133
-52
| -4% | -$25.3K | 0.25% | 20 |
|
|
2025
Q1 | $631K | Sell |
1,185
-62
| -5% | -$33K | 0.31% | 15 |
|
|
2024
Q4 | $565K | Hold |
1,247
| – | – | 0.28% | 16 |
|
|
2024
Q3 | $574K | Hold |
1,247
| – | – | 0.28% | 15 |
|
|
2024
Q2 | $507K | Hold |
1,247
| – | – | 0.27% | 16 |
|
|
2024
Q1 | $524K | Buy |
1,247
+546
| +78% | +$230K | 0.27% | 16 |
|
|
2023
Q4 | $250K | Buy |
701
+6
| +0.9% | +$2.14K | 0.14% | 32 |
|
|
2023
Q3 | $243K | Hold |
695
| – | – | 0.15% | 28 |
|
|
2023
Q2 | $237K | Hold |
695
| – | – | 0.14% | 30 |
|
|
2023
Q1 | $219K | Hold |
695
| – | – | 0.13% | 32 |
|
|
2022
Q4 | $215K | Buy |
+695
| New | +$215K | 0.12% | 37 |
|
|
2022
Q3 | – | Sell |
-793
| Closed | -$217K | – | 37 |
|
|
2022
Q2 | $217K | Hold |
793
| – | – | 0.15% | 34 |
|
|
2022
Q1 | $278K | Sell |
793
-216
| -21% | -$75.7K | 0.17% | 28 |
|
|
2021
Q4 | $324K | Hold |
1,009
| – | – | 0.2% | 24 |
|
|
2021
Q3 | $289K | Hold |
1,009
| – | – | 0.17% | 28 |
|
|
2021
Q2 | $293K | Sell |
1,009
-100
| -9% | -$29K | 0.18% | 28 |
|
|
2021
Q1 | $321K | Hold |
1,109
| – | – | 0.2% | 28 |
|
|
2020
Q4 | $257K | Hold |
1,109
| – | – | 0.18% | 31 |
|
|
2020
Q3 | $232K | Hold |
1,109
| – | – | 0.18% | 26 |
|
|
2020
Q2 | $236K | Sell |
1,109
-300
| -21% | -$63.8K | 0.18% | 37 |
|
|
2020
Q1 | $250K | Sell |
1,409
-33
| -2% | -$5.86K | 0.23% | 35 |
|
|
2019
Q4 | $327K | Buy |
+1,442
| New | +$327K | 0.26% | 31 |
|
|
2018
Q3 | $308K | Hold |
1,442
| – | – | 0.35% | 30 |
|
|
2018
Q2 | $269K | Hold |
1,442
| – | – | 0.35% | 29 |
|
|
2018
Q1 | $279K | Sell |
1,442
-70
| -5% | -$13.5K | 0.37% | 28 |
|
|
2017
Q4 | $304K | Buy |
+1,512
| New | +$304K | 0.37% | 28 |
|