WealthPlan Investment Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.4M | Buy |
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|
2025
Q2 | $28.5M | Buy |
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|
2025
Q1 | $28.5M | Sell |
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|
2024
Q4 | $24.7M | Buy |
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|
2024
Q3 | $24.4M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $12.6M | Buy |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $4.76M | Sell |
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|
2023
Q1 | $11.4M | Sell |
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|
2022
Q4 | $41.5M | Buy |
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|
2022
Q3 | $39.3M | Buy |
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|
2022
Q1 | $38.4M | Buy |
|