Prosperity Planning’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 | $1.94M | Hold |
3,996
| – | – | 0.56% | 39 |
|
|
2025
Q1 | $2.13M | Sell |
3,996
-507
| -11% | -$270K | 0.67% | 37 |
|
|
2024
Q4 | $2.04M | Buy |
4,503
+6
| +0.1% | +$2.72K | 0.65% | 37 |
|
|
2024
Q3 | $2.07M | Sell |
4,497
-50
| -1% | -$23K | 0.66% | 36 |
|
|
2024
Q2 | $1.85M | Hold |
4,547
| – | – | 0.63% | 35 |
|
|
2024
Q1 | $1.91M | Buy |
4,547
+1
| +0% | +$421 | 0.66% | 32 |
|
|
2023
Q4 | $1.62M | Hold |
4,546
| – | – | 0.61% | 36 |
|
|
2023
Q3 | $1.59M | Buy |
4,546
+63
| +1% | +$22.1K | 0.67% | 35 |
|
|
2023
Q2 | $1.53M | Buy |
4,483
+1
| +0% | +$341 | 0.63% | 36 |
|
|
2023
Q1 | $1.38M | Sell |
4,482
-54
| -1% | -$16.7K | 0.6% | 39 |
|
|
2022
Q4 | $1.03M | Hold |
4,536
| – | – | 0.51% | 44 |
|
|
2022
Q3 | $1.21M | Sell |
4,536
-7
| -0.2% | -$1.87K | 0.63% | 38 |
|
|
2022
Q2 | $1.24M | Hold |
4,543
| – | – | 0.63% | 37 |
|
|
2022
Q1 | $1.6M | Hold |
4,543
| – | – | 0.78% | 30 |
|
|
2021
Q4 | $1.36M | Hold |
4,543
| – | – | 0.69% | 32 |
|
|
2021
Q3 | $1.24M | Sell |
4,543
-2
| -0% | -$546 | 0.68% | 33 |
|
|
2021
Q2 | $1.26M | Buy |
4,545
+24
| +0.5% | +$6.67K | 0.78% | 31 |
|
|
2021
Q1 | $1.16M | Buy |
4,521
+2
| +0% | +$511 | 0.82% | 31 |
|
|
2020
Q4 | $1.05M | Buy |
+4,519
| New | +$1.05M | 0.89% | 29 |
|