Heron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.01M | Sell |
5,899
-18
| -0.3% | -$6.14K | 1.08% | 19 |
|
|
2023
Q1 | $1.83M | Buy |
5,917
+20
| +0.3% | +$6.18K | 1.01% | 23 |
|
|
2022
Q4 | $1.85M | Sell |
5,897
-50
| -0.8% | -$15.6K | 1.23% | 14 |
|
|
2022
Q3 | $1.59M | Buy |
5,947
+120
| +2% | +$32K | 0.98% | 19 |
|
|
2022
Q2 | $1.59M | Hold |
5,827
| – | – | 0.97% | 22 |
|
|
2022
Q1 | $2.06M | Hold |
5,827
| – | – | 1.07% | 18 |
|
|
2021
Q4 | $1.83M | Hold |
5,827
| – | – | 0.98% | 21 |
|
|
2021
Q3 | $1.59M | Sell |
5,827
-52
| -0.9% | -$14.2K | 0.89% | 24 |
|
|
2021
Q2 | $1.63M | Sell |
5,879
-1
| -0% | -$278 | 0.93% | 22 |
|
|
2021
Q1 | $1.52M | Hold |
5,880
| – | – | 0.92% | 24 |
|
|
2020
Q4 | $1.37M | Hold |
5,880
| – | – | 0.95% | 23 |
|
|
2020
Q3 | $1.25M | Buy |
5,880
+1
| +0% | +$212 | 1% | 24 |
|
|
2020
Q2 | $1.08M | Hold |
5,879
| – | – | 0.96% | 27 |
|
|
2020
Q1 | $1.13M | Hold |
5,879
| – | – | 1.17% | 21 |
|
|
2019
Q4 | $1.34M | Buy |
+5,879
| New | +$1.34M | 1.11% | 20 |
|