Retirement Planning Company of New England’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 | $570K | Buy |
1,174
+20
| +2% | +$9.72K | 0.25% | 114 |
|
|
2025
Q1 | $615K | Buy |
1,154
+25
| +2% | +$13.3K | 0.31% | 103 |
|
|
2024
Q4 | $512K | Buy |
1,129
+22
| +2% | +$9.98K | 0.25% | 117 |
|
|
2024
Q3 | $510K | Buy |
1,107
+15
| +1% | +$6.91K | 0.25% | 117 |
|
|
2024
Q2 | $444K | Buy |
1,092
+41
| +4% | +$16.7K | 0.24% | 117 |
|
|
2024
Q1 | $442K | Buy |
1,051
+88
| +9% | +$37K | 0.24% | 124 |
|
|
2023
Q4 | $344K | Buy |
963
+209
| +28% | +$74.6K | 0.15% | 155 |
|
|
2023
Q3 | $264K | Sell |
754
-446
| -37% | -$156K | 0.15% | 150 |
|
|
2023
Q2 | $409K | Sell |
1,200
-52
| -4% | -$17.7K | 0.24% | 117 |
|
|
2023
Q1 | $387K | Buy |
1,252
+106
| +9% | +$32.7K | 0.23% | 126 |
|
|
2022
Q4 | $354K | Buy |
1,146
+122
| +12% | +$37.7K | 0.23% | 128 |
|
|
2022
Q3 | $273K | Buy |
1,024
+59
| +6% | +$15.7K | 0.2% | 153 |
|
|
2022
Q2 | $263K | Buy |
965
+77
| +9% | +$21K | 0.18% | 162 |
|
|
2022
Q1 | $313K | Buy |
888
+30
| +3% | +$10.6K | 0.18% | 160 |
|
|
2021
Q4 | $256K | Buy |
+858
| New | +$256K | 0.12% | 180 |
|