Planned 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 | $840K | Sell |
1,729
-231
| -12% | -$112K | 0.32% | 38 |
|
|
2025
Q1 | $1.04M | Buy |
1,960
+45
| +2% | +$24K | 0.42% | 32 |
|
|
2024
Q4 | $868K | Hold |
1,915
| – | – | 0.35% | 33 |
|
|
2024
Q3 | $881K | Hold |
1,915
| – | – | 0.35% | 28 |
|
|
2024
Q2 | $779K | Hold |
1,915
| – | – | 0.38% | 32 |
|
|
2024
Q1 | $805K | Sell |
1,915
-371
| -16% | -$156K | 0.4% | 31 |
|
|
2023
Q4 | $815K | Buy |
2,286
+17
| +0.7% | +$6.06K | 0.38% | 26 |
|
|
2023
Q3 | $795K | Hold |
2,269
| – | – | 0.48% | 25 |
|
|
2023
Q2 | $774K | Hold |
2,269
| – | – | 0.46% | 27 |
|
|
2023
Q1 | $701K | Sell |
2,269
-111
| -5% | -$34.3K | 0.44% | 30 |
|
|
2022
Q4 | $735K | Hold |
2,380
| – | – | 0.54% | 27 |
|
|
2022
Q3 | $636K | Hold |
2,380
| – | – | 0.53% | 26 |
|
|
2022
Q2 | $650K | Hold |
2,380
| – | – | 0.61% | 25 |
|
|
2022
Q1 | $840K | Sell |
2,380
-161
| -6% | -$56.8K | 0.59% | 21 |
|
|
2021
Q4 | $760K | Buy |
+2,541
| New | +$760K | 0.51% | 25 |
|
|
2021
Q2 | $553K | Hold |
1,988
| – | – | 0.38% | 34 |
|
|
2021
Q1 | $508K | Sell |
1,988
-122
| -6% | -$31.2K | 0.4% | 29 |
|
|
2020
Q4 | $489K | Sell |
2,110
-200
| -9% | -$46.4K | 0.39% | 26 |
|
|
2020
Q3 | $492K | Buy |
+2,310
| New | +$492K | 0.48% | 21 |
|