Meridian Wealth Advisors’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 | $7.11M | Sell |
14,639
-260
| -2% | -$126K | 1.12% | 23 |
|
|
2025
Q1 | $7.93M | Hold |
14,899
| – | – | 1.35% | 18 |
|
|
2024
Q4 | $6.75M | Buy |
+14,899
| New | +$6.75M | 1.11% | 21 |
|
|
2022
Q2 | – | Sell |
-12,583
| Closed | -$4.44M | – | 199 |
|
|
2022
Q1 | $4.44M | Buy |
12,583
+1,860
| +17% | +$656K | 1.03% | 24 |
|
|
2021
Q4 | $3.21M | Sell |
10,723
-64
| -0.6% | -$19.1K | 0.78% | 29 |
|
|
2021
Q3 | $2.95M | Hold |
10,787
| – | – | 0.82% | 25 |
|
|
2021
Q2 | $3M | Buy |
10,787
+50
| +0.5% | +$13.9K | 0.85% | 24 |
|
|
2021
Q1 | $2.74M | Hold |
10,737
| – | – | 0.91% | 22 |
|
|
2020
Q4 | $2.49M | Buy |
10,737
+1
| +0% | +$232 | 0.91% | 20 |
|
|
2020
Q3 | $2.29M | Sell |
10,736
-79
| -0.7% | -$16.8K | 0.98% | 21 |
|
|
2020
Q2 | $1.93M | Buy |
10,815
+225
| +2% | +$40.2K | 0.89% | 22 |
|
|
2020
Q1 | $1.94M | Sell |
10,590
-337
| -3% | -$61.6K | 1.07% | 19 |
|
|
2019
Q4 | $2.48M | Sell |
10,927
-133
| -1% | -$30.1K | 0.98% | 24 |
|
|
2019
Q3 | $2.3M | Buy |
11,060
+4,058
| +58% | +$844K | 0.98% | 23 |
|
|
2019
Q2 | $1.51M | Hold |
7,002
| – | – | 1.05% | 20 |
|
|
2019
Q1 | $1.41M | Sell |
7,002
-218
| -3% | -$43.8K | 1.03% | 18 |
|
|
2018
Q4 | $1.47M | Buy |
+7,220
| New | +$1.47M | 1.13% | 14 |
|