Menard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
1,827
-42
| -2% | -$20.4K | 0.53% | 39 |
|
|
2025
Q1 | $958K | Buy |
1,869
+58
| +3% | +$29.7K | 0.63% | 37 |
|
|
2024
Q4 | $821K | Buy |
1,811
+10
| +0.6% | +$4.53K | 0.49% | 44 |
|
|
2024
Q3 | $829K | Buy |
1,801
+9
| +0.5% | +$4.14K | 0.55% | 41 |
|
|
2024
Q2 | $729K | Buy |
1,792
+205
| +13% | +$83.4K | 0.52% | 40 |
|
|
2024
Q1 | $667K | Buy |
+1,587
| New | +$667K | 0.56% | 39 |
|
|
2023
Q3 | – | Sell |
-728
| Closed | -$248K | – | 72 |
|
|
2023
Q2 | $248K | Buy |
728
+9
| +1% | +$3.07K | 0.51% | 50 |
|
|
2023
Q1 | $222K | Sell |
719
-153
| -18% | -$47.2K | 0.51% | 57 |
|
|
2022
Q4 | $269K | Buy |
872
+47
| +6% | +$14.5K | 0.64% | 47 |
|
|
2022
Q3 | $220K | Buy |
+825
| New | +$220K | 0.4% | 72 |
|
|
2022
Q2 | – | Sell |
-657
| Closed | -$232K | – | 91 |
|
|
2022
Q1 | $232K | Sell |
657
-41
| -6% | -$14.5K | 0.23% | 118 |
|
|
2021
Q4 | $209K | Sell |
698
-162
| -19% | -$48.5K | 0.17% | 143 |
|
|
2021
Q3 | $235K | Buy |
860
+11
| +1% | +$3.01K | 0.21% | 142 |
|
|
2021
Q2 | $236K | Buy |
+849
| New | +$236K | 0.22% | 137 |
|