Partners in 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 | $811K | Hold |
1,669
| – | – | 0.15% | 51 |
|
|
2025
Q1 | $889K | Hold |
1,669
| – | – | 0.18% | 49 |
|
|
2024
Q4 | $757K | Buy |
1,669
+2
| +0.1% | +$907 | 0.15% | 52 |
|
|
2024
Q3 | $767K | Hold |
1,667
| – | – | 0.15% | 51 |
|
|
2024
Q2 | $678K | Hold |
1,667
| – | – | 0.15% | 54 |
|
|
2024
Q1 | $701K | Buy |
1,667
+100
| +6% | +$42.1K | 0.16% | 54 |
|
|
2023
Q4 | $559K | Buy |
1,567
+100
| +7% | +$35.7K | 0.13% | 57 |
|
|
2023
Q3 | $514K | Sell |
1,467
-150
| -9% | -$52.5K | 0.13% | 56 |
|
|
2023
Q2 | $551K | Buy |
1,617
+560
| +53% | +$191K | 0.14% | 55 |
|
|
2023
Q1 | $326K | Hold |
1,057
| – | – | 0.09% | 72 |
|
|
2022
Q4 | $328K | Sell |
1,057
-45
| -4% | -$13.9K | 0.09% | 69 |
|
|
2022
Q3 | $342K | Hold |
1,102
| – | – | 0.1% | 67 |
|
|
2022
Q2 | $315K | Hold |
1,102
| – | – | 0.1% | 76 |
|
|
2022
Q1 | $370K | Hold |
1,102
| – | – | 0.12% | 61 |
|
|
2021
Q4 | $352K | Sell |
1,102
-4
| -0.4% | -$1.28K | 0.11% | 64 |
|
|
2021
Q3 | $302K | Buy |
1,106
+29
| +3% | +$7.92K | 0.09% | 71 |
|
|
2021
Q2 | $299K | Buy |
+1,077
| New | +$299K | 0.09% | 70 |
|