Walled Lake Planning & Wealth Management’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 | $532K | Hold |
1,095
| – | – | 0.17% | 65 |
|
|
2025
Q1 | $583K | Buy |
1,095
+198
| +22% | +$105K | 0.21% | 62 |
|
|
2024
Q4 | $407K | Buy |
897
+13
| +1% | +$5.89K | 0.15% | 83 |
|
|
2024
Q3 | $407K | Hold |
884
| – | – | 0.15% | 79 |
|
|
2024
Q2 | $360K | Hold |
884
| – | – | 0.15% | 82 |
|
|
2024
Q1 | $372K | Hold |
884
| – | – | 0.15% | 73 |
|
|
2023
Q4 | $315K | Hold |
884
| – | – | 0.15% | 73 |
|
|
2023
Q3 | $310K | Hold |
884
| – | – | 0.16% | 65 |
|
|
2023
Q2 | $301K | Sell |
884
-30
| -3% | -$10.2K | 0.15% | 65 |
|
|
2023
Q1 | $282K | Buy |
+914
| New | +$282K | 0.15% | 65 |
|
|
2022
Q4 | – | Sell |
-914
| Closed | -$244K | – | 57 |
|
|
2022
Q3 | $244K | Hold |
914
| – | – | 0.17% | 66 |
|
|
2022
Q2 | $250K | Hold |
914
| – | – | 0.17% | 63 |
|
|
2022
Q1 | $323K | Buy |
914
+150
| +20% | +$53K | 0.19% | 60 |
|
|
2021
Q4 | $228K | Hold |
764
| – | – | 0.13% | 84 |
|
|
2021
Q3 | $209K | Sell |
764
-50
| -6% | -$13.7K | 0.13% | 77 |
|
|
2021
Q2 | $226K | Hold |
814
| – | – | 0.15% | 71 |
|
|
2021
Q1 | $208K | Hold |
814
| – | – | 0.14% | 72 |
|
|
2020
Q4 | $189K | Hold |
814
| – | – | 0.14% | 72 |
|
|
2020
Q3 | $173K | Hold |
814
| – | – | 0.14% | 69 |
|
|
2020
Q2 | $145K | Sell |
814
-5
| -0.6% | -$891 | 0.12% | 71 |
|
|
2020
Q1 | $150K | Buy |
819
+5
| +0.6% | +$916 | 0.14% | 65 |
|
|
2019
Q4 | $184K | Buy |
+814
| New | +$184K | 0.13% | 66 |
|