MFA
McClarren Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $947K | Sell |
1,949
-1,912
| -50% | -$929K | 0.62% | 33 |
|
2025
Q1 | $1.04M | Buy |
+3,861
| New | +$1.04M | 0.69% | 24 |
|
2024
Q4 | – | Sell |
-3,500
| Closed | -$752 | – | 220 |
|
2024
Q3 | $752 | Sell |
3,500
-568
| -14% | -$122 | 0.09% | 43 |
|
2024
Q2 | $769K | Buy |
4,068
+2,181
| +116% | +$412K | 0.54% | 33 |
|
2024
Q1 | $794K | Hold |
1,887
| – | – | 0.57% | 32 |
|
2023
Q4 | $673K | Hold |
1,887
| – | – | 0.51% | 34 |
|
2023
Q3 | $659K | Hold |
1,887
| – | – | 0.57% | 28 |
|
2023
Q2 | $643K | Buy |
1,887
+215
| +13% | +$73.3K | 0.53% | 33 |
|
2023
Q1 | $513K | Hold |
1,672
| – | – | 0.47% | 40 |
|
2022
Q4 | $516K | Hold |
1,672
| – | – | 0.49% | 36 |
|
2022
Q3 | $446K | Buy |
+1,672
| New | +$446K | 0.44% | 37 |
|
2022
Q2 | – | Sell |
-1,072
| Closed | -$377K | – | 57 |
|
2022
Q1 | $377K | Hold |
1,072
| – | – | 0.27% | 45 |
|
2021
Q4 | $321K | Buy |
1,072
+420
| +64% | +$126K | 0.22% | 48 |
|
2021
Q3 | $177K | Hold |
652
| – | – | 0.14% | 59 |
|
2021
Q2 | $180K | Hold |
652
| – | – | 0.15% | 55 |
|
2021
Q1 | $167K | Hold |
652
| – | – | 0.15% | 55 |
|
2020
Q4 | $150K | Buy |
+652
| New | +$150K | 0.14% | 58 |
|