Meridian Wealth Management’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 | $35.6M | Sell |
73,247
-229
| -0.3% | -$111K | 1.52% | 9 |
|
|
2025
Q1 | $39.1M | Buy |
73,476
+955
| +1% | +$509K | 1.89% | 9 |
|
|
2024
Q4 | $32.9M | Buy |
72,521
+463
| +0.6% | +$210K | 1.56% | 9 |
|
|
2024
Q3 | $33.2M | Buy |
+72,058
| New | +$33.2M | 1.63% | 9 |
|
|
2024
Q2 | – | Sell |
-69,473
| Closed | -$29.2M | – | 319 |
|
|
2024
Q1 | $29.2M | Buy |
69,473
+1,605
| +2% | +$675K | 4.86% | 4 |
|
|
2023
Q4 | $24.2M | Sell |
67,868
-63,914
| -48% | -$22.8M | 1.55% | 9 |
|
|
2023
Q3 | $46.2M | Buy |
131,782
+71,966
| +120% | +$25.2M | 2.83% | 6 |
|
|
2023
Q2 | $20.4M | Buy |
59,816
+2,877
| +5% | +$981K | 1.72% | 8 |
|
|
2023
Q1 | $17.6M | Buy |
56,939
+6,176
| +12% | +$1.91M | 1.53% | 8 |
|
|
2022
Q4 | $15.7M | Buy |
50,763
+2,560
| +5% | +$791K | 1.54% | 9 |
|
|
2022
Q3 | $12.9M | Buy |
48,203
+5,836
| +14% | +$1.56M | 1.38% | 8 |
|
|
2022
Q2 | $11.6M | Buy |
42,367
+2,364
| +6% | +$645K | 0.95% | 12 |
|
|
2022
Q1 | $14.1M | Buy |
40,003
+3,490
| +10% | +$1.23M | 1.54% | 11 |
|
|
2021
Q4 | $10.9M | Buy |
36,513
+7,281
| +25% | +$2.18M | 1.17% | 16 |
|
|
2021
Q3 | $7.98M | Buy |
29,232
+10,018
| +52% | +$2.73M | 0.98% | 18 |
|
|
2021
Q2 | $5.34M | Buy |
19,214
+3,609
| +23% | +$1M | 0.68% | 27 |
|
|
2021
Q1 | $3.99M | Buy |
15,605
+480
| +3% | +$123K | 0.58% | 33 |
|
|
2020
Q4 | $3.51M | Buy |
15,125
+249
| +2% | +$57.7K | 0.56% | 36 |
|
|
2020
Q3 | $3.17M | Buy |
14,876
+4,817
| +48% | +$1.03M | 0.78% | 25 |
|
|
2020
Q2 | $1.8M | Buy |
10,059
+4,413
| +78% | +$787K | 0.6% | 35 |
|
|
2020
Q1 | $1.03M | Buy |
+5,646
| New | +$1.03M | 0.46% | 48 |
|
|
2019
Q4 | – | Sell |
-5,232
| Closed | -$1.09M | – | 199 |
|
|
2019
Q3 | $1.09M | Sell |
5,232
-2,219
| -30% | -$461K | 0.51% | 33 |
|
|
2019
Q2 | $15.9K | Sell |
7,451
-281
| -4% | -$599 | 0.64% | 24 |
|
|
2019
Q1 | $1.55M | Sell |
7,732
-1,857
| -19% | -$373K | 0.71% | 26 |
|
|
2018
Q4 | $1.96M | Buy |
9,589
+1,046
| +12% | +$214K | 1.15% | 18 |
|
|
2018
Q3 | $1.83M | Buy |
8,543
+4,336
| +103% | +$928K | 0.79% | 30 |
|
|
2018
Q2 | $785K | Sell |
4,207
-1,423
| -25% | -$266K | 0.37% | 48 |
|
|
2018
Q1 | $1.12M | Buy |
5,630
+196
| +4% | +$39.1K | 0.56% | 32 |
|
|
2017
Q4 | $1.02M | Sell |
5,434
-533
| -9% | -$99.6K | 0.63% | 30 |
|
|
2017
Q3 | $1.1M | Sell |
5,967
-591
| -9% | -$109K | 0.7% | 26 |
|
|
2017
Q2 | $1.11M | Buy |
6,558
+3,925
| +149% | +$665K | 0.7% | 22 |
|
|
2017
Q1 | $439K | Sell |
2,633
-3,600
| -58% | -$600K | 0.26% | 92 |
|
|
2016
Q4 | $1.02M | Buy |
+6,233
| New | +$1.02M | 0.81% | 26 |
|