WealthPlan Investment Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

WealthPlan Investment Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.8M	Hold
2025 Q2	$9.47M	Hold
2025 Q1	$10.4M	Buy
2023 Q3	–	Sell
2023 Q2	$3.11M	Sell
2023 Q1	$5.59M	Sell
2022 Q4	$6.19M	Sell
2022 Q3	$6.92M	Buy
2022 Q1	$7.26M	Buy