Plan Group Financial’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 | $1.76M | Buy |
3,624
+329
| +10% | +$160K | 0.58% | 58 |
|
|
2025
Q1 | $1.76M | Buy |
3,295
+2,537
| +335% | +$1.35M | 0.63% | 39 |
|
|
2024
Q4 | $344K | Hold |
758
| – | – | 0.18% | 84 |
|
|
2024
Q3 | $349K | Sell |
758
-717
| -49% | -$330K | 0.18% | 82 |
|
|
2024
Q2 | $600K | Sell |
1,475
-4
| -0.3% | -$1.63K | 0.37% | 61 |
|
|
2024
Q1 | $622K | Buy |
1,479
+22
| +2% | +$9.25K | 0.41% | 44 |
|
|
2023
Q4 | $520K | Sell |
1,457
-10
| -0.7% | -$3.57K | 0.46% | 37 |
|
|
2023
Q3 | $514K | Buy |
+1,467
| New | +$514K | 0.37% | 35 |
|