Heritage Financial Services’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 | $1.38M | Sell |
2,848
-339
| -11% | -$165K | 0.13% | 38 |
|
|
2025
Q1 | $1.7M | Buy |
3,187
+67
| +2% | +$35.7K | 0.17% | 27 |
|
|
2024
Q4 | $1.41M | Sell |
3,120
-69
| -2% | -$31.3K | 0.19% | 30 |
|
|
2024
Q3 | $1.47M | Buy |
3,189
+132
| +4% | +$60.8K | 0.2% | 34 |
|
|
2024
Q2 | $1.24M | Sell |
3,057
-133
| -4% | -$54.1K | 0.18% | 34 |
|
|
2024
Q1 | $1.34M | Buy |
3,190
+189
| +6% | +$79.5K | 0.2% | 31 |
|
|
2023
Q4 | $1.07M | Hold |
3,001
| – | – | 0.18% | 34 |
|
|
2023
Q3 | $1.05M | Buy |
3,001
+250
| +9% | +$87.6K | 0.21% | 24 |
|
|
2023
Q2 | $938K | Hold |
2,751
| – | – | 0.19% | 27 |
|
|
2023
Q1 | $849K | Buy |
2,751
+54
| +2% | +$16.7K | 0.19% | 30 |
|
|
2022
Q4 | $833K | Sell |
2,697
-82
| -3% | -$25.3K | 0.21% | 30 |
|
|
2022
Q3 | $742K | Sell |
2,779
-1,575
| -36% | -$421K | 0.45% | 28 |
|
|
2022
Q2 | $1.19M | Sell |
4,354
-160
| -4% | -$43.7K | 0.66% | 16 |
|
|
2022
Q1 | $1.59M | Buy |
4,514
+1,637
| +57% | +$578K | 1.04% | 15 |
|
|
2021
Q4 | $860K | Buy |
+2,877
| New | +$860K | 0.67% | 25 |
|