Spartan Planning & Wealth Management’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 | $1.08M | Sell |
2,224
-640
| -22% | -$311K | 0.93% | 22 |
|
|
2025
Q1 | $1.53M | Sell |
2,864
-683
| -19% | -$364K | 1.48% | 18 |
|
|
2024
Q4 | $1.61M | Buy |
+3,547
| New | +$1.61M | 1.47% | 21 |
|
|
2023
Q4 | $917K | Buy |
2,572
+1,672
| +186% | +$596K | 0.98% | 21 |
|
|
2023
Q3 | $315K | Buy |
+900
| New | +$315K | 0.37% | 41 |
|
|
2022
Q4 | $323K | Buy |
+1,046
| New | +$323K | 0.4% | 42 |
|
|
2022
Q2 | – | Sell |
-770
| Closed | -$272K | – | 98 |
|
|
2022
Q1 | $272K | Buy |
+770
| New | +$272K | 0.34% | 40 |
|