Meritas 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 | $900K | Hold |
1,852
| – | – | 0.49% | 25 |
|
|
2025
Q1 | $986K | Hold |
1,852
| – | – | 0.58% | 24 |
|
|
2024
Q4 | $839K | Sell |
1,852
-14
| -0.8% | -$6.35K | 0.51% | 26 |
|
|
2024
Q3 | $859K | Buy |
1,866
+25
| +1% | +$11.5K | 0.53% | 25 |
|
|
2024
Q2 | $749K | Hold |
1,841
| – | – | 0.53% | 25 |
|
|
2024
Q1 | $774K | Sell |
1,841
-277
| -13% | -$116K | 0.54% | 25 |
|
|
2023
Q4 | $755K | Buy |
+2,118
| New | +$755K | 0.57% | 23 |
|