Spectrum Planning & Advisory Services’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 | $1.4M | Buy |
2,875
+444
| +18% | +$216K | 0.9% | 30 |
|
|
2025
Q1 | $1.29M | Hold |
2,431
| – | – | 1.08% | 23 |
|
|
2024
Q4 | $1.1M | Hold |
2,431
| – | – | 0.96% | 22 |
|
|
2024
Q3 | $1.12M | Buy |
2,431
+8
| +0.3% | +$3.68K | 1.08% | 19 |
|
|
2024
Q2 | $988K | Buy |
+2,423
| New | +$988K | 0.95% | 21 |
|
|
2023
Q4 | $864K | Hold |
2,423
| – | – | 1.22% | 19 |
|
|
2023
Q3 | $849K | Buy |
2,423
+538
| +29% | +$188K | 1.34% | 17 |
|
|
2023
Q2 | $645K | Hold |
1,885
| – | – | 0.97% | 21 |
|
|
2023
Q1 | $582K | Hold |
1,885
| – | – | 0.95% | 22 |
|
|
2022
Q4 | $582K | Hold |
1,885
| – | – | 0.79% | 25 |
|
|
2022
Q3 | $503K | Hold |
1,885
| – | – | 0.51% | 35 |
|
|
2022
Q2 | $515K | Hold |
1,885
| – | – | 0.54% | 32 |
|
|
2022
Q1 | $665K | Hold |
1,885
| – | – | 0.61% | 27 |
|
|
2021
Q4 | $564K | Hold |
1,885
| – | – | 0.51% | 32 |
|
|
2021
Q3 | $514K | Hold |
1,885
| – | – | 0.5% | 32 |
|
|
2021
Q2 | $524K | Hold |
1,885
| – | – | 0.5% | 32 |
|
|
2021
Q1 | $482K | Hold |
1,885
| – | – | 0.5% | 32 |
|
|
2020
Q4 | $437K | Buy |
+1,885
| New | +$437K | 0.47% | 33 |
|