MFG
Merit Financial Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.4M | Buy |
111,944
+21,107
| +23% | +$10.3M | 0.61% | 36 |
|
|
2025
Q1 | $48.4M | Buy |
90,837
+8,308
| +10% | +$4.42M | 0.72% | 29 |
|
|
2024
Q4 | $37.4M | Buy |
82,529
+5,613
| +7% | +$2.54M | 0.67% | 30 |
|
|
2024
Q3 | $35.4M | Sell |
76,916
-224
| -0.3% | -$103K | 0.79% | 27 |
|
|
2024
Q2 | $31.4M | Buy |
77,140
+3,254
| +4% | +$1.32M | 0.69% | 27 |
|
|
2024
Q1 | $29.6M | Buy |
73,886
+15,233
| +26% | +$6.11M | 0.71% | 24 |
|
|
2023
Q4 | $20.9M | Sell |
58,653
-7,159
| -11% | -$2.55M | 0.64% | 27 |
|
|
2023
Q3 | $23.1M | Sell |
65,812
-677
| -1% | -$237K | 0.75% | 19 |
|
|
2023
Q2 | $22.7M | Sell |
66,489
-101
| -0.2% | -$34.4K | 0.73% | 18 |
|
|
2023
Q1 | $20.6M | Buy |
66,590
+2,963
| +5% | +$915K | 0.75% | 17 |
|
|
2022
Q4 | $19.7M | Buy |
63,627
+35,292
| +125% | +$10.9M | 0.71% | 19 |
|
|
2022
Q3 | $7.57M | Buy |
28,335
+2,948
| +12% | +$787K | 0.33% | 40 |
|
|
2022
Q2 | $6.93M | Buy |
25,387
+10,890
| +75% | +$2.97M | 0.21% | 60 |
|
|
2022
Q1 | $5.12M | Buy |
14,497
+5,011
| +53% | +$1.77M | 0.31% | 51 |
|
|
2021
Q4 | $2.84M | Buy |
9,486
+289
| +3% | +$86.4K | 0.28% | 45 |
|
|
2021
Q3 | $2.51M | Sell |
9,197
-261
| -3% | -$71.2K | 0.26% | 45 |
|
|
2021
Q2 | $2.63M | Sell |
9,458
-196
| -2% | -$54.5K | 0.25% | 45 |
|
|
2021
Q1 | $2.47M | Buy |
9,654
+58
| +0.6% | +$14.8K | 0.26% | 42 |
|
|
2020
Q4 | $2.23M | Buy |
9,596
+366
| +4% | +$84.9K | 0.22% | 41 |
|
|
2020
Q3 | $1.97M | Buy |
9,230
+55
| +0.6% | +$11.7K | 0.18% | 41 |
|
|
2020
Q2 | $1.64M | Buy |
9,175
+515
| +6% | +$91.9K | 0.16% | 50 |
|
|
2020
Q1 | $1.58M | Buy |
8,660
+137
| +2% | +$25K | 0.18% | 45 |
|
|
2019
Q4 | $1.93M | Buy |
8,523
+6,989
| +456% | +$1.58M | 0.17% | 45 |
|
|
2019
Q3 | $319K | Buy |
1,534
+330
| +27% | +$68.6K | 0.03% | 111 |
|
|
2019
Q2 | $256K | Buy |
1,204
+31
| +3% | +$6.59K | 0.03% | 98 |
|
|
2019
Q1 | $235K | Sell |
1,173
-109
| -9% | -$21.8K | 0.03% | 108 |
|
|
2018
Q4 | $261K | Sell |
1,282
-120
| -9% | -$24.4K | 0.04% | 93 |
|
|
2018
Q3 | $300K | Buy |
1,402
+170
| +14% | +$36.4K | 0.05% | 95 |
|
|
2018
Q2 | $229K | Hold |
1,232
| – | – | 0.04% | 106 |
|
|
2018
Q1 | $245K | Sell |
1,232
-47
| -4% | -$9.35K | 0.05% | 97 |
|
|
2017
Q4 | $253K | Buy |
+1,279
| New | +$253K | 0.05% | 96 |
|