Valtinson Bruner 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 | $1.39M | Sell |
2,852
-98
| -3% | -$47.6K | 0.43% | 42 |
|
|
2025
Q1 | $1.57M | Buy |
2,950
+172
| +6% | +$91.6K | 0.53% | 40 |
|
|
2024
Q4 | $1.26M | Buy |
2,778
+161
| +6% | +$73K | 0.44% | 52 |
|
|
2024
Q3 | $1.2M | Buy |
2,617
+180
| +7% | +$82.8K | 0.42% | 53 |
|
|
2024
Q2 | $991K | Sell |
2,437
-314
| -11% | -$128K | 0.39% | 56 |
|
|
2024
Q1 | $1.16M | Sell |
2,751
-76
| -3% | -$32K | 0.49% | 52 |
|
|
2023
Q4 | $1.01M | Buy |
2,827
+50
| +2% | +$17.8K | 0.52% | 53 |
|
|
2023
Q3 | $973K | Sell |
2,777
-265
| -9% | -$92.8K | 0.53% | 54 |
|
|
2023
Q2 | $1.04M | Buy |
3,042
+17
| +0.6% | +$5.8K | 0.56% | 50 |
|
|
2023
Q1 | $934K | Hold |
3,025
| – | – | 0.53% | 52 |
|
|
2022
Q4 | $933K | Buy |
3,025
+729
| +32% | +$225K | 0.54% | 51 |
|
|
2022
Q3 | $613K | Sell |
2,296
-380
| -14% | -$101K | 0.38% | 61 |
|
|
2022
Q2 | $731K | Hold |
2,676
| – | – | 0.45% | 51 |
|
|
2022
Q1 | $921K | Buy |
2,676
+373
| +16% | +$128K | 0.53% | 51 |
|
|
2021
Q4 | $689K | Buy |
2,303
+70
| +3% | +$20.9K | 0.38% | 57 |
|
|
2021
Q3 | $642K | Buy |
2,233
+256
| +13% | +$73.6K | 0.35% | 55 |
|
|
2021
Q2 | $555K | Buy |
1,977
+12
| +0.6% | +$3.37K | 0.32% | 54 |
|
|
2021
Q1 | $529K | Buy |
1,965
+16
| +0.8% | +$4.31K | 0.31% | 49 |
|
|
2020
Q4 | $454K | Hold |
1,949
| – | – | 0.28% | 54 |
|
|
2020
Q3 | $398K | Hold |
1,949
| – | – | 0.28% | 53 |
|
|
2020
Q2 | $408K | Hold |
1,949
| – | – | 0.29% | 56 |
|
|
2020
Q1 | $347K | Sell |
1,949
-505
| -21% | -$89.9K | 0.28% | 51 |
|
|
2019
Q4 | $557K | Buy |
2,454
+116
| +5% | +$26.3K | 0.4% | 39 |
|
|
2019
Q3 | $486K | Sell |
2,338
-2
| -0.1% | -$416 | 0.4% | 36 |
|
|
2019
Q2 | $499K | Hold |
2,340
| – | – | 0.42% | 26 |
|
|
2019
Q1 | $470K | Buy |
2,340
+23
| +1% | +$4.62K | 0.41% | 24 |
|
|
2018
Q4 | $473K | Buy |
+2,317
| New | +$473K | 0.49% | 17 |
|