Planning Alternatives’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 | $1.37M | Sell |
2,830
-91
| -3% | -$44.2K | 0.19% | 28 |
|
|
2025
Q1 | $1.56M | Buy |
2,921
+583
| +25% | +$310K | 0.24% | 25 |
|
|
2024
Q4 | $1.06M | Hold |
2,338
| – | – | 0.16% | 28 |
|
|
2024
Q3 | $1.08M | Hold |
2,338
| – | – | 0.16% | 28 |
|
|
2024
Q2 | $951K | Buy |
2,338
+725
| +45% | +$295K | 0.15% | 27 |
|
|
2024
Q1 | $678K | Hold |
1,613
| – | – | 0.11% | 32 |
|
|
2023
Q4 | $575K | Hold |
1,613
| – | – | 0.1% | 31 |
|
|
2023
Q3 | $565K | Sell |
1,613
-140
| -8% | -$49K | 0.11% | 30 |
|
|
2023
Q2 | $598K | Sell |
1,753
-11
| -0.6% | -$3.75K | 0.11% | 29 |
|
|
2023
Q1 | $545K | Buy |
1,764
+844
| +92% | +$261K | 0.11% | 30 |
|
|
2022
Q4 | $284K | Sell |
920
-20
| -2% | -$6.18K | 0.05% | 39 |
|
|
2022
Q3 | $251K | Hold |
940
| – | – | 0.05% | 39 |
|
|
2022
Q2 | $257K | Hold |
940
| – | – | 0.05% | 40 |
|
|
2022
Q1 | $332K | Sell |
940
-404
| -30% | -$143K | 0.05% | 38 |
|
|
2021
Q4 | $402K | Buy |
1,344
+564
| +72% | +$169K | 0.06% | 34 |
|
|
2021
Q3 | $213K | Hold |
780
| – | – | 0.04% | 44 |
|
|
2021
Q2 | $217K | Sell |
780
-50
| -6% | -$13.9K | 0.04% | 41 |
|
|
2021
Q1 | $212K | Buy |
+830
| New | +$212K | 0.04% | 45 |
|
|
2020
Q1 | – | Sell |
-930
| Closed | -$210K | – | 44 |
|
|
2019
Q4 | $210K | Buy |
+930
| New | +$210K | 0.04% | 47 |
|
|
2017
Q2 | – | Sell |
-1,252
| Closed | -$209K | – | 53 |
|
|
2017
Q1 | $209K | Buy |
+1,252
| New | +$209K | 0.04% | 47 |
|