OLIO 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 | $991K | Sell |
2,041
-245
| -11% | -$119K | 0.31% | 21 |
|
|
2025
Q1 | $1.22M | Buy |
2,286
+153
| +7% | +$81.5K | 0.42% | 20 |
|
|
2024
Q4 | $967K | Buy |
2,133
+10
| +0.5% | +$4.53K | 0.34% | 25 |
|
|
2024
Q3 | $759K | Hold |
2,123
| – | – | 0.32% | 28 |
|
|
2024
Q2 | $759K | Hold |
2,123
| – | – | 0.32% | 28 |
|
|
2024
Q1 | $759K | Hold |
2,123
| – | – | 0.32% | 28 |
|
|
2023
Q4 | $759K | Hold |
2,123
| – | – | 0.32% | 28 |
|
|
2023
Q3 | $744K | Hold |
2,123
| – | – | 0.35% | 27 |
|
|
2023
Q2 | $724K | Hold |
2,123
| – | – | 0.34% | 26 |
|
|
2023
Q1 | $656K | Hold |
2,123
| – | – | 0.34% | 26 |
|
|
2022
Q4 | $656K | Sell |
2,123
-304
| -13% | -$93.9K | 0.36% | 26 |
|
|
2022
Q3 | $648K | Buy |
2,427
+1
| +0% | +$267 | 0.38% | 26 |
|
|
2022
Q2 | $662K | Sell |
2,426
-42
| -2% | -$11.5K | 0.37% | 26 |
|
|
2022
Q1 | $871K | Buy |
2,468
+757
| +44% | +$267K | 0.5% | 25 |
|
|
2021
Q4 | $512K | Buy |
+1,711
| New | +$512K | 0.3% | 25 |
|