Vertex Planning Partners’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 | $328K | Buy |
676
+9
| +1% | +$4.37K | 0.07% | 141 |
|
|
2025
Q1 | $355K | Buy |
667
+44
| +7% | +$23.4K | 0.08% | 129 |
|
|
2024
Q4 | $282K | Buy |
623
+36
| +6% | +$16.3K | 0.06% | 151 |
|
|
2024
Q3 | $270K | Buy |
587
+19
| +3% | +$8.75K | 0.06% | 136 |
|
|
2024
Q2 | $231K | Buy |
568
+46
| +9% | +$18.7K | 0.06% | 137 |
|
|
2024
Q1 | $220K | Sell |
522
-187
| -26% | -$78.6K | 0.06% | 147 |
|
|
2023
Q4 | $253K | Buy |
+709
| New | +$253K | 0.07% | 137 |
|
|
2023
Q1 | – | Sell |
-1,282
| Closed | -$396K | – | 125 |
|
|
2022
Q4 | $396K | Buy |
+1,282
| New | +$396K | 0.15% | 84 |
|