MFW
Meristem Family Wealth’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $5.24M | Sell |
14,856
-3,371
| -18% | -$1.19M | 0.57% | 23 |
|
|
2021
Q4 | $5.45M | Sell |
18,227
-740
| -4% | -$221K | 0.47% | 31 |
|
|
2021
Q3 | $5.18M | Buy |
18,967
+10,035
| +112% | +$2.74M | 0.5% | 32 |
|
|
2021
Q2 | $2.48M | Buy |
8,932
+2,962
| +50% | +$823K | 0.39% | 33 |
|
|
2021
Q1 | $1.53M | Sell |
5,970
-39
| -0.6% | -$9.96K | 0.31% | 43 |
|
|
2020
Q4 | $1.39M | Hold |
6,009
| – | – | 0.3% | 44 |
|
|
2020
Q3 | $1.28M | Hold |
6,009
| – | – | 0.33% | 43 |
|
|
2020
Q2 | $1.07M | Buy |
6,009
+883
| +17% | +$158K | 0.29% | 49 |
|
|
2020
Q1 | $937K | Sell |
5,126
-85
| -2% | -$15.5K | 0.29% | 51 |
|
|
2019
Q4 | $1.18M | Buy |
5,211
+25
| +0.5% | +$5.66K | 0.29% | 50 |
|
|
2019
Q3 | $1.08M | Buy |
5,186
+2,870
| +124% | +$597K | 0.29% | 51 |
|
|
2019
Q2 | $494K | Buy |
2,316
+928
| +67% | +$198K | 0.15% | 89 |
|
|
2019
Q1 | $279K | Sell |
1,388
-237
| -15% | -$47.6K | 0.09% | 109 |
|
|
2018
Q4 | $332K | Buy |
1,625
+70
| +5% | +$14.3K | 0.12% | 88 |
|
|
2018
Q3 | $333K | Hold |
1,555
| – | – | 0.11% | 93 |
|
|
2018
Q2 | $290K | Sell |
1,555
-1,700
| -52% | -$317K | 0.1% | 103 |
|
|
2018
Q1 | $649K | Buy |
3,255
+943
| +41% | +$188K | 0.23% | 56 |
|
|
2017
Q4 | $458K | Hold |
2,312
| – | – | 0.17% | 73 |
|
|
2017
Q3 | $424K | Buy |
2,312
+2,289
| +9,952% | +$420K | 0.17% | 72 |
|
|
2017
Q2 | $392K | Hold |
23
| – | – | 0.16% | 73 |
|
|
2017
Q1 | $385K | Hold |
23
| – | – | 0.15% | 74 |
|
|
2016
Q4 | $377K | Sell |
23
-1
| -4% | -$16.4K | 0.15% | 77 |
|
|
2016
Q3 | $342K | Sell |
24
-14
| -37% | -$200K | 0.14% | 79 |
|
|
2016
Q2 | $544K | Sell |
38
-3
| -7% | -$42.9K | 0.24% | 53 |
|
|
2016
Q1 | $582K | Hold |
41
| – | – | 0.26% | 52 |
|
|
2015
Q4 | $541K | Buy |
+41
| New | +$541K | 0.21% | 54 |
|
|
2015
Q3 | – | Sell |
-49
| Closed | -$660K | – | 65 |
|
|
2015
Q2 | $660K | Buy |
49
+5
| +11% | +$67.3K | 0.29% | 46 |
|
|
2015
Q1 | $646K | Sell |
44
-102
| -70% | -$1.5M | 0.27% | 53 |
|
|
2014
Q4 | $220K | Sell |
146
-4,732
| -97% | -$7.13M | 0.08% | 106 |
|
|
2014
Q3 | $674K | Buy |
4,878
+4,817
| +7,897% | +$666K | 0.29% | 49 |
|
|
2014
Q2 | $776K | Sell |
61
-6,067
| -99% | -$77.2M | 0.33% | 47 |
|
|
2014
Q1 | $766K | Sell |
6,128
-829
| -12% | -$104K | 0.34% | 47 |
|
|
2013
Q4 | $825K | Sell |
6,957
-850
| -11% | -$101K | 0.34% | 49 |
|
|
2013
Q3 | $886K | Sell |
7,807
-740
| -9% | -$84K | 0.41% | 40 |
|
|
2013
Q2 | $957K | Buy |
+8,547
| New | +$957K | 0.44% | 37 |
|