Planning Directions’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 | $255K | Sell |
524
-89
| -15% | -$43.2K | 0.14% | 71 |
|
|
2025
Q1 | $326K | Sell |
613
-75
| -11% | -$39.9K | 0.14% | 90 |
|
|
2024
Q4 | $312K | Sell |
688
-43
| -6% | -$19.5K | 0.18% | 62 |
|
|
2024
Q3 | $336K | Hold |
731
| – | – | 0.2% | 58 |
|
|
2024
Q2 | $297K | Hold |
731
| – | – | 0.2% | 61 |
|
|
2024
Q1 | $307K | Hold |
731
| – | – | 0.21% | 57 |
|
|
2023
Q4 | $261K | Buy |
731
+7
| +1% | +$2.5K | 0.19% | 59 |
|
|
2023
Q3 | $254K | Buy |
724
+28
| +4% | +$9.82K | 0.19% | 52 |
|
|
2023
Q2 | $237K | Buy |
+696
| New | +$237K | 0.17% | 58 |
|
|
2023
Q1 | – | Sell |
-649
| Closed | -$200K | – | 71 |
|
|
2022
Q4 | $200K | Buy |
+649
| New | +$200K | 0.15% | 72 |
|
|
2022
Q2 | – | Sell |
-649
| Closed | -$229K | – | 72 |
|
|
2022
Q1 | $229K | Sell |
649
-200
| -24% | -$70.6K | 0.16% | 69 |
|
|
2021
Q4 | $254K | Sell |
849
-4
| -0.5% | -$1.2K | 0.17% | 66 |
|
|
2021
Q3 | $233K | Buy |
853
+35
| +4% | +$9.56K | 0.17% | 64 |
|
|
2021
Q2 | $227K | Buy |
+818
| New | +$227K | 0.17% | 63 |
|
|
2020
Q2 | – | Sell |
-7,123
| Closed | -$1.3M | – | 61 |
|
|
2020
Q1 | $1.3M | Buy |
7,123
+6,225
| +693% | +$1.14M | 1.83% | 12 |
|
|
2019
Q4 | $203K | Buy |
+898
| New | +$203K | 0.19% | 54 |
|
|
2019
Q3 | – | Sell |
-1,050
| Closed | -$224K | – | 54 |
|
|
2019
Q2 | $224K | Hold |
1,050
| – | – | 0.23% | 54 |
|
|
2019
Q1 | $211K | Buy |
1,050
+41
| +4% | +$8.24K | 0.25% | 49 |
|
|
2018
Q4 | $206K | Hold |
1,009
| – | – | 0.25% | 46 |
|
|
2018
Q3 | $216K | Buy |
+1,009
| New | +$216K | 0.2% | 52 |
|