Sequent 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 | $859K | Buy |
1,769
+105
| +6% | +$51K | 0.27% | 59 |
|
|
2025
Q1 | $886K | Buy |
1,664
+169
| +11% | +$90K | 0.32% | 51 |
|
|
2024
Q4 | $678K | Sell |
1,495
-471
| -24% | -$213K | 0.25% | 72 |
|
|
2024
Q3 | $905K | Sell |
1,966
-331
| -14% | -$152K | 0.31% | 56 |
|
|
2024
Q2 | $931K | Buy |
2,297
+308
| +15% | +$125K | 0.32% | 47 |
|
|
2024
Q1 | $836K | Buy |
+1,989
| New | +$836K | 0.3% | 61 |
|