Planning Center Inc’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 | $3.3M | Sell |
6,795
-34
| -0.5% | -$16.5K | 0.37% | 22 |
|
|
2025
Q1 | $3.64M | Buy |
6,829
+42
| +0.6% | +$22.4K | 0.43% | 22 |
|
|
2024
Q4 | $3.08M | Sell |
6,787
-472
| -7% | -$214K | 0.39% | 21 |
|
|
2024
Q3 | $3.34M | Sell |
7,259
-37
| -0.5% | -$17K | 0.41% | 21 |
|
|
2024
Q2 | $2.97M | Buy |
7,296
+322
| +5% | +$131K | 0.39% | 21 |
|
|
2024
Q1 | $2.93M | Sell |
6,974
-204
| -3% | -$85.8K | 0.64% | 17 |
|
|
2023
Q4 | $2.56M | Sell |
7,178
-33
| -0.5% | -$11.8K | 0.59% | 18 |
|
|
2023
Q3 | $2.53M | Sell |
7,211
-380
| -5% | -$133K | 0.66% | 17 |
|
|
2023
Q2 | $2.59M | Buy |
7,591
+552
| +8% | +$188K | 0.66% | 18 |
|
|
2023
Q1 | $2.24M | Sell |
7,039
-64
| -0.9% | -$20.4K | 0.62% | 16 |
|
|
2022
Q4 | $2.19M | Buy |
7,103
+266
| +4% | +$82.2K | 0.67% | 16 |
|
|
2022
Q3 | $1.83M | Hold |
6,837
| – | – | 1.45% | 9 |
|
|
2022
Q2 | $1.89M | Buy |
6,837
+200
| +3% | +$55.1K | 1.49% | 9 |
|
|
2022
Q1 | $2.34M | Buy |
6,637
+212
| +3% | +$74.8K | 6.73% | 3 |
|
|
2021
Q4 | $2.05M | Buy |
+6,425
| New | +$2.05M | 1.64% | 8 |
|