Tempus Wealth 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 | Buy |
2,294
+16
| +0.7% | +$7.77K | 0.28% | 101 |
|
|
2025
Q1 | $1.21M | Sell |
2,278
-5
| -0.2% | -$2.66K | 0.36% | 83 |
|
|
2024
Q4 | $1.03M | Buy |
2,283
+91
| +4% | +$41.2K | 0.32% | 92 |
|
|
2024
Q3 | $1.01M | Buy |
2,192
+85
| +4% | +$39.1K | 0.37% | 77 |
|
|
2024
Q2 | $857K | Buy |
2,107
+88
| +4% | +$35.8K | 0.36% | 78 |
|
|
2024
Q1 | $849K | Buy |
+2,019
| New | +$849K | 0.37% | 77 |
|
|
2023
Q3 | – | Sell |
-1,781
| Closed | -$607K | – | 169 |
|
|
2023
Q2 | $607K | Hold |
1,781
| – | – | 0.27% | 95 |
|
|
2023
Q1 | $550K | Hold |
1,781
| – | – | 0.27% | 92 |
|
|
2022
Q4 | $550K | Hold |
1,781
| – | – | 0.33% | 90 |
|
|
2022
Q3 | $476K | Buy |
1,781
+1
| +0.1% | +$267 | 0.32% | 86 |
|
|
2022
Q2 | $486K | Hold |
1,780
| – | – | 0.4% | 72 |
|
|
2022
Q1 | $628K | Hold |
1,780
| – | – | 0.45% | 61 |
|
|
2021
Q4 | $532K | Hold |
1,780
| – | – | 0.29% | 92 |
|
|
2021
Q3 | $486K | Hold |
1,780
| – | – | 0.28% | 93 |
|
|
2021
Q2 | $495K | Buy |
1,780
+50
| +3% | +$13.9K | 0.33% | 86 |
|
|
2021
Q1 | $442K | Buy |
1,730
+80
| +5% | +$20.4K | 0.47% | 55 |
|
|
2020
Q4 | $383K | Hold |
1,650
| – | – | 0.49% | 46 |
|
|
2020
Q3 | $351K | Sell |
1,650
-150
| -8% | -$31.9K | 0.51% | 46 |
|
|
2020
Q2 | $321K | Hold |
1,800
| – | – | 0.48% | 51 |
|
|
2020
Q1 | $329K | Buy |
1,800
+70
| +4% | +$12.8K | 0.54% | 36 |
|
|
2019
Q4 | $392K | Buy |
+1,730
| New | +$392K | 0.35% | 43 |
|