Sterling Financial 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 | $1.11M | Sell |
2,282
-122
| -5% | -$59.3K | 0.37% | 49 |
|
|
2025
Q1 | $1.28M | Buy |
2,404
+218
| +10% | +$116K | 0.46% | 48 |
|
|
2024
Q4 | $991K | Hold |
2,186
| – | – | 0.36% | 49 |
|
|
2024
Q3 | $1.01M | Sell |
2,186
-110
| -5% | -$50.6K | 0.37% | 51 |
|
|
2024
Q2 | $934K | Sell |
2,296
-32
| -1% | -$13K | 0.38% | 51 |
|
|
2024
Q1 | $979K | Sell |
2,328
-251
| -10% | -$106K | 0.4% | 52 |
|
|
2023
Q4 | $920K | Buy |
2,579
+196
| +8% | +$69.9K | 0.4% | 54 |
|
|
2023
Q3 | $835K | Buy |
2,383
+3
| +0.1% | +$1.05K | 0.43% | 46 |
|
|
2023
Q2 | $812K | Buy |
2,380
+74
| +3% | +$25.2K | 0.4% | 48 |
|
|
2023
Q1 | $712K | Sell |
2,306
-159
| -6% | -$49.1K | 0.39% | 49 |
|
|
2022
Q4 | $761K | Sell |
2,465
-422
| -15% | -$130K | 0.45% | 47 |
|
|
2022
Q3 | $771K | Sell |
2,887
-9
| -0.3% | -$2.4K | 0.54% | 42 |
|
|
2022
Q2 | $791K | Sell |
2,896
-75
| -3% | -$20.5K | 0.56% | 37 |
|
|
2022
Q1 | $1.05M | Sell |
2,971
-86
| -3% | -$30.3K | 0.66% | 34 |
|
|
2021
Q4 | $914K | Hold |
3,057
| – | – | 0.57% | 32 |
|
|
2021
Q3 | $834K | Sell |
3,057
-133
| -4% | -$36.3K | 0.53% | 33 |
|
|
2021
Q2 | $887K | Hold |
3,190
| – | – | 0.58% | 33 |
|
|
2021
Q1 | $815K | Hold |
3,190
| – | – | 0.58% | 32 |
|
|
2020
Q4 | $740K | Buy |
+3,190
| New | +$740K | 0.6% | 31 |
|