Plum Street Advisors’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 | $375K | Hold |
771
| – | – | 0.17% | 70 |
|
|
2025
Q1 | $411K | Buy |
771
+80
| +12% | +$42.6K | 0.2% | 65 |
|
|
2024
Q4 | $313K | Buy |
691
+100
| +17% | +$45.3K | 0.15% | 72 |
|
|
2024
Q3 | $272K | Buy |
591
+84
| +17% | +$38.7K | 0.14% | 75 |
|
|
2024
Q2 | $206K | Sell |
507
-84
| -14% | -$34.2K | 0.12% | 65 |
|
|
2024
Q1 | $272K | Buy |
+591
| New | +$272K | 0.14% | 75 |
|