WealthPlan Investment Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Hold |
13
| – | – | 0.69% | 50 |
|
|
2025
Q1 | $10.4M | Buy |
+13
| New | +$10.4M | 1.02% | 27 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$3.11M | – | 182 |
|
|
2023
Q2 | $3.11M | Sell |
6
-6
| -50% | -$3.11M | 0.93% | 45 |
|
|
2023
Q1 | $5.59M | Sell |
12
-1
| -8% | -$466K | 0.96% | 43 |
|
|
2022
Q4 | $6.19M | Sell |
13
-2
| -13% | -$953K | 0.43% | 61 |
|
|
2022
Q3 | $6.92M | Buy |
+15
| New | +$6.92M | 0.51% | 60 |
|
|
2022
Q1 | $7.27M | Buy |
+15
| New | +$7.27M | 0.5% | 65 |
|