Marshall Financial Group (Maryland)’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 | $1.7M | Buy |
3,564
+41
| +1% | +$19.6K | 0.33% | 64 |
|
|
2025
Q1 | $1.88M | Buy |
3,523
+29
| +0.8% | +$15.4K | 0.41% | 52 |
|
|
2024
Q4 | $1.58M | Buy |
3,494
+733
| +27% | +$332K | 0.38% | 61 |
|
|
2024
Q3 | $1.27M | Buy |
2,761
+267
| +11% | +$123K | 0.3% | 82 |
|
|
2024
Q2 | $1.01M | Sell |
2,494
-36
| -1% | -$14.6K | 0.28% | 93 |
|
|
2024
Q1 | $1.06M | Buy |
2,530
+7
| +0.3% | +$2.94K | 0.31% | 89 |
|
|
2023
Q4 | $900K | Hold |
2,523
| – | – | 0.29% | 93 |
|
|
2023
Q3 | $884K | Sell |
2,523
-12
| -0.5% | -$4.2K | 0.32% | 79 |
|
|
2023
Q2 | $864K | Sell |
2,535
-32
| -1% | -$10.9K | 0.29% | 85 |
|
|
2023
Q1 | $793K | Sell |
2,567
-28
| -1% | -$8.65K | 0.28% | 93 |
|
|
2022
Q4 | $802K | Sell |
2,595
-29
| -1% | -$8.96K | 0.31% | 108 |
|
|
2022
Q3 | $701K | Sell |
2,624
-3
| -0.1% | -$801 | 0.3% | 109 |
|
|
2022
Q2 | $717K | Sell |
2,627
-386
| -13% | -$105K | 0.29% | 119 |
|
|
2022
Q1 | $1.06M | Buy |
3,013
+205
| +7% | +$72.3K | 0.44% | 82 |
|
|
2021
Q4 | $840K | Sell |
2,808
-18
| -0.6% | -$5.39K | 0.31% | 123 |
|
|
2021
Q3 | $771K | Sell |
2,826
-870
| -24% | -$237K | 0.4% | 90 |
|
|
2021
Q2 | $1.03M | Buy |
3,696
+879
| +31% | +$244K | 0.55% | 54 |
|
|
2021
Q1 | $720K | Sell |
2,817
-122
| -4% | -$31.2K | 0.43% | 79 |
|
|
2020
Q4 | $681K | Buy |
+2,939
| New | +$681K | 0.44% | 77 |
|