Obsidian Personal Planning Solutions’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 | $731K | Sell |
1,506
-6
| -0.4% | -$2.91K | 0.3% | 37 |
|
|
2025
Q1 | $807K | Sell |
1,512
-12
| -0.8% | -$6.4K | 0.36% | 33 |
|
|
2024
Q4 | $714K | Buy |
1,524
+8
| +0.5% | +$3.75K | 0.34% | 31 |
|
|
2024
Q3 | $684K | Hold |
1,516
| – | – | 0.36% | 30 |
|
|
2024
Q2 | $617K | Sell |
1,516
-896
| -37% | -$365K | 0.38% | 30 |
|
|
2024
Q1 | $957K | Sell |
2,412
-122
| -5% | -$48.4K | 0.63% | 27 |
|
|
2023
Q4 | $904K | Hold |
2,534
| – | – | 0.69% | 25 |
|
|
2023
Q3 | $887K | Hold |
2,534
| – | – | 0.76% | 24 |
|
|
2023
Q2 | $864K | Buy |
2,534
+370
| +17% | +$126K | 1.06% | 18 |
|
|
2023
Q1 | $668K | Buy |
2,164
+850
| +65% | +$262K | 0.97% | 20 |
|
|
2022
Q4 | $406K | Hold |
1,314
| – | – | 0.65% | 26 |
|
|
2022
Q3 | $351K | Hold |
1,314
| – | – | 0.64% | 27 |
|
|
2022
Q2 | $359K | Buy |
+1,314
| New | +$359K | 0.61% | 29 |
|