Waller Financial 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 | $239K | Buy |
492
+37
| +8% | +$18K | 0.06% | 68 |
|
|
2025
Q1 | $242K | Buy |
+455
| New | +$242K | 0.07% | 67 |
|
|
2023
Q1 | – | Sell |
-721
| Closed | -$223K | – | 57 |
|
|
2022
Q4 | $223K | Sell |
721
-32
| -4% | -$9.89K | 0.06% | 51 |
|
|
2022
Q3 | $201K | Buy |
+753
| New | +$201K | 0.06% | 51 |
|
|
2022
Q2 | – | Sell |
-698
| Closed | -$246K | – | 50 |
|
|
2022
Q1 | $246K | Buy |
+698
| New | +$246K | 0.07% | 43 |
|