Meridian Financial Partners’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 | $505K | Buy |
1,039
+404
| +64% | +$196K | 0.24% | 67 |
|
|
2025
Q1 | $338K | Sell |
635
-38
| -6% | -$20.2K | 0.17% | 82 |
|
|
2024
Q4 | $305K | Buy |
673
+10
| +2% | +$4.53K | 0.16% | 81 |
|
|
2024
Q3 | $305K | Buy |
+663
| New | +$305K | 0.15% | 82 |
|
|
2024
Q1 | – | Sell |
-579
| Closed | -$210K | – | 46 |
|
|
2023
Q4 | $210K | Buy |
+579
| New | +$210K | 0.22% | 50 |
|
|
2023
Q3 | – | Sell |
-587
| Closed | -$203K | – | 52 |
|
|
2023
Q2 | $203K | Buy |
+587
| New | +$203K | 0.12% | 84 |
|
|
2020
Q3 | – | Sell |
-3,869
| Closed | -$734K | – | 65 |
|
|
2020
Q2 | $734K | Buy |
3,869
+49
| +1% | +$9.3K | 0.66% | 29 |
|
|
2020
Q1 | $730K | Buy |
3,820
+58
| +2% | +$11.1K | 0.79% | 21 |
|
|
2019
Q4 | $850K | Buy |
3,762
+79
| +2% | +$17.9K | 0.85% | 19 |
|
|
2019
Q3 | $748K | Buy |
3,683
+74
| +2% | +$15K | 0.84% | 20 |
|
|
2019
Q2 | $777K | Buy |
3,609
+20
| +0.6% | +$4.31K | 0.87% | 20 |
|
|
2019
Q1 | $755K | Buy |
3,589
+7
| +0.2% | +$1.47K | 0.85% | 20 |
|
|
2018
Q4 | $731K | Buy |
+3,582
| New | +$731K | 0.98% | 18 |
|