WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.63M | Buy |
3,605
+36
| +1% | +$16.3K | 0.53% | 28 |
|
|
2024
Q3 | $1.64M | Sell |
3,569
-27
| -0.8% | -$12.4K | 0.46% | 40 |
|
|
2024
Q2 | $1.46M | Sell |
3,596
-135
| -4% | -$54.9K | 0.45% | 39 |
|
|
2024
Q1 | $1.57M | Buy |
3,731
+24
| +0.6% | +$10.1K | 0.49% | 35 |
|
|
2023
Q4 | $1.32M | Sell |
3,707
-7
| -0.2% | -$2.5K | 0.49% | 41 |
|
|
2023
Q3 | $1.3M | Buy |
3,714
+355
| +11% | +$124K | 0.5% | 36 |
|
|
2023
Q2 | $1.15M | Buy |
3,359
+821
| +32% | +$280K | 0.44% | 40 |
|
|
2023
Q1 | $784K | Buy |
2,538
+1,319
| +108% | +$407K | 0.34% | 52 |
|
|
2022
Q4 | $377K | Sell |
1,219
-20
| -2% | -$6.18K | 0.23% | 71 |
|
|
2022
Q3 | $331K | Buy |
1,239
+20
| +2% | +$5.34K | 0.23% | 73 |
|
|
2022
Q2 | $333K | Buy |
1,219
+350
| +40% | +$95.6K | 0.22% | 75 |
|
|
2022
Q1 | $307K | Buy |
+869
| New | +$307K | 0.18% | 93 |
|