WealthPlan Investment 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 | $28.5M | Buy |
58,632
+5,101
| +10% | +$2.48M | 2.07% | 3 |
|
|
2025
Q1 | $28.5M | Sell |
53,531
-961
| -2% | -$512K | 2.81% | 3 |
|
|
2024
Q4 | $24.7M | Buy |
54,492
+1,400
| +3% | +$635K | 2.44% | 3 |
|
|
2024
Q3 | $24.4M | Buy |
53,092
+16,287
| +44% | +$7.5M | 2.47% | 3 |
|
|
2024
Q2 | $15M | Buy |
36,805
+1,088
| +3% | +$443K | 2.27% | 4 |
|
|
2024
Q1 | $15M | Buy |
35,717
+261
| +0.7% | +$110K | 2.29% | 3 |
|
|
2023
Q4 | $12.6M | Buy |
35,456
+229
| +0.7% | +$81.7K | 2.03% | 4 |
|
|
2023
Q3 | $12.3M | Buy |
35,227
+21,260
| +152% | +$7.45M | 2.18% | 3 |
|
|
2023
Q2 | $4.76M | Sell |
13,967
-23,049
| -62% | -$7.85M | 1.42% | 24 |
|
|
2023
Q1 | $11.4M | Sell |
37,016
-95,134
| -72% | -$29.4M | 1.97% | 6 |
|
|
2022
Q4 | $41.5M | Buy |
132,150
+3,593
| +3% | +$1.13M | 2.9% | 2 |
|
|
2022
Q3 | $39.3M | Buy |
+128,557
| New | +$39.3M | 2.87% | 2 |
|
|
2022
Q1 | $38.4M | Buy |
+118,932
| New | +$38.4M | 2.66% | 3 |
|