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WealthPLAN Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History

WealthPLAN Partners’s Portfolio BRK.A Stock Details BRK.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Hold
2
– – 0.23% 100
2025
Q1 		$1.6M Buy
+2
New +$1.6M 0.23% 102
2023
Q3 		– Sell
-1
Closed -$518K – 415
2023
Q2 		$518K Hold
1
– – 0.07% 186
2023
Q1 		$466K Sell
1
-12
-92% -$5.59M 0.05% 210
2022
Q4 		$6.14M Buy
+13
New +$6.14M 0.43% 61
2022
Q1 		$7.27M Hold
15
– – 0.5% 65
2021
Q4 		$7.05M Hold
15
– – 0.46% 64
2021
Q3 		$6.45M Hold
15
– – 0.43% 70
2021
Q2 		$6.57M Hold
15
– – 0.46% 64
2021
Q1 		$6.32M Hold
15
– – 0.49% 62
2020
Q4 		$5.32M Hold
15
– – 0.45% 64
2020
Q3 		$5.05M Buy
15
+4
+36% +$1.35M 0.49% 62
2020
Q2 		$3.5M Buy
11
+1
+10% +$318K 0.36% 70
2020
Q1 		$2.56M Sell
10
-1
-9% -$256K 0.33% 74
2019
Q4 		$3.75M Hold
11
– – 0.44% 62
2019
Q3 		$3.62M Sell
11
-1
-8% -$329K 0.5% 60
2019
Q2 		$3.6M Hold
12
– – 0.54% 56
2019
Q1 		$3.67M Hold
12
– – 0.57% 51
2018
Q4 		$3.7M Hold
12
– – 0.59% 50
2018
Q3 		$3.79M Sell
12
-1
-8% -$316K 0.69% 40
2018
Q2 		$3.67M Buy
13
+1
+8% +$282K 0.75% 38
2018
Q1 		$3.59M Hold
12
– – 0.79% 30
2017
Q4 		$3.57M Hold
12
– – 0.96% 23
2017
Q3 		$3.3M Hold
12
– – 0.92% 27
2017
Q2 		$3.06M Buy
+12
New +$3.06M 0.88% 32
2016
Q3 		$4.08M Sell
19
-20
-51% -$4.29M 1.33% 12
2016
Q2 		$3.91M Buy
+39
New +$3.91M 0.5% 35
2015
Q4 		$3.57M Buy
+60
New +$3.57M 0.58% 35
2015
Q2 		$8.6M Buy
42
+24
+133% +$4.92M 3.76% 5
2015
Q1 		$3.92M Buy
+18
New +$3.92M 1.82% 9