WealthPLAN Partners’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 | $34.8M | Sell |
71,651
-3,168
| -4% | -$1.54M | 5.6% | 2 |
|
|
2025
Q1 | $39.8M | Sell |
74,819
-404
| -0.5% | -$215K | 5.62% | 2 |
|
|
2024
Q4 | $34.1M | Sell |
75,223
-3,552
| -5% | -$1.61M | 4.84% | 2 |
|
|
2024
Q3 | $36.3M | Sell |
78,775
-15,958
| -17% | -$7.34M | 4.87% | 2 |
|
|
2024
Q2 | $38.5M | Buy |
94,733
+509
| +0.5% | +$207K | 4.14% | 2 |
|
|
2024
Q1 | $39.6M | Sell |
94,224
-3,347
| -3% | -$1.41M | 4.1% | 2 |
|
|
2023
Q4 | $34.8M | Buy |
97,571
+1,935
| +2% | +$690K | 3.58% | 2 |
|
|
2023
Q3 | $33.5M | Buy |
95,636
+14,695
| +18% | +$5.15M | 3.89% | 2 |
|
|
2023
Q2 | $27.6M | Sell |
80,941
-13,455
| -14% | -$4.59M | 3.9% | 2 |
|
|
2023
Q1 | $29.1M | Sell |
94,396
-37,555
| -28% | -$11.6M | 3.32% | 2 |
|
|
2022
Q4 | $41M | Buy |
+131,951
| New | +$41M | 2.87% | 2 |
|
|
2022
Q1 | $38.4M | Sell |
118,932
-3,815
| -3% | -$1.23M | 2.66% | 3 |
|
|
2021
Q4 | $38.4M | Buy |
122,747
+1,967
| +2% | +$616K | 2.53% | 3 |
|
|
2021
Q3 | $34.4M | Buy |
120,780
+236
| +0.2% | +$67.3K | 2.29% | 5 |
|
|
2021
Q2 | $35.1M | Buy |
120,544
+715
| +0.6% | +$208K | 2.47% | 4 |
|
|
2021
Q1 | $33.6M | Sell |
119,829
-3,414
| -3% | -$957K | 2.61% | 4 |
|
|
2020
Q4 | $29.1M | Sell |
123,243
-19,793
| -14% | -$4.67M | 2.47% | 5 |
|
|
2020
Q3 | $32.1M | Sell |
143,036
-123,286
| -46% | -$27.7M | 3.13% | 4 |
|
|
2020
Q2 | $56.5M | Sell |
266,322
-7,300
| -3% | -$1.55M | 5.85% | 2 |
|
|
2020
Q1 | $46.8M | Buy |
273,622
+2,237
| +0.8% | +$382K | 6.07% | 2 |
|
|
2019
Q4 | $61.7M | Buy |
271,385
+6,748
| +3% | +$1.53M | 7.29% | 1 |
|
|
2019
Q3 | $58.2M | Buy |
264,637
+537
| +0.2% | +$118K | 7.95% | 1 |
|
|
2019
Q2 | $52.5M | Sell |
264,100
-3,897
| -1% | -$775K | 7.9% | 1 |
|
|
2019
Q1 | $54.4M | Sell |
267,997
-2,099
| -0.8% | -$426K | 8.49% | 1 |
|
|
2018
Q4 | $55.4M | Sell |
270,096
-6,716
| -2% | -$1.38M | 8.92% | 1 |
|
|
2018
Q3 | $58.3M | Sell |
276,812
-1,718
| -0.6% | -$362K | 10.65% | 1 |
|
|
2018
Q2 | $52M | Buy |
278,530
+10,318
| +4% | +$1.93M | 10.66% | 1 |
|
|
2018
Q1 | $53.5M | Buy |
268,212
+13,811
| +5% | +$2.76M | 11.74% | 1 |
|
|
2017
Q4 | $50.4M | Buy |
254,401
+7,451
| +3% | +$1.48M | 13.5% | 1 |
|
|
2017
Q3 | $45.3M | Sell |
246,950
-990
| -0.4% | -$181K | 12.7% | 1 |
|
|
2017
Q2 | $42M | Buy |
247,940
+229,652
| +1,256% | +$38.9M | 12.06% | 1 |
|
|
2017
Q1 | $3.03M | Buy |
+18,288
| New | +$3.03M | 10.53% | 1 |
|
|
2016
Q3 | $34.8M | Sell |
242,750
-213,419
| -47% | -$30.6M | 11.32% | 1 |
|
|
2016
Q2 | $35.7M | Buy |
+456,169
| New | +$35.7M | 4.58% | 2 |
|
|
2015
Q4 | $31M | Buy |
+626,161
| New | +$31M | 5.04% | 2 |
|
|
2015
Q2 | $51.3M | Buy |
377,126
+157,558
| +72% | +$21.4M | 22.46% | 1 |
|
|
2015
Q1 | $31.6M | Buy |
+219,568
| New | +$31.6M | 14.72% | 1 |
|