Strategic Planning Group’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 | $7.75M | Buy |
15,948
+560
| +4% | +$272K | 1.26% | 23 |
|
|
2025
Q1 | $8.2M | Buy |
15,388
+184
| +1% | +$98K | 1.6% | 18 |
|
|
2024
Q4 | $6.89M | Buy |
15,204
+432
| +3% | +$196K | 1.27% | 23 |
|
|
2024
Q3 | $6.8M | Buy |
14,772
+617
| +4% | +$284K | 1.34% | 22 |
|
|
2024
Q2 | $5.76M | Buy |
14,155
+2,707
| +24% | +$1.1M | 1.26% | 22 |
|
|
2024
Q1 | $4.81M | Buy |
11,448
+1,558
| +16% | +$655K | 1.2% | 20 |
|
|
2023
Q4 | $3.53M | Buy |
+9,890
| New | +$3.53M | 1.17% | 21 |
|