Moran 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 | $17.3M | Sell |
35,644
-514
| -1% | -$250K | 0.53% | 51 |
|
|
2025
Q1 | $19.3M | Sell |
36,158
-5,262
| -13% | -$2.8M | 0.65% | 41 |
|
|
2024
Q4 | $18.8M | Buy |
41,420
+521
| +1% | +$236K | 0.6% | 47 |
|
|
2024
Q3 | $18.8M | Sell |
40,899
-124
| -0.3% | -$57.1K | 0.58% | 54 |
|
|
2024
Q2 | $16.7M | Buy |
41,023
+28,044
| +216% | +$11.4M | 0.55% | 58 |
|
|
2024
Q1 | $5.46M | Sell |
12,979
-463
| -3% | -$195K | 0.18% | 162 |
|
|
2023
Q4 | $4.79M | Buy |
13,442
+1,161
| +9% | +$414K | 0.17% | 173 |
|
|
2023
Q3 | $4.3M | Buy |
12,281
+151
| +1% | +$52.9K | 0.17% | 166 |
|
|
2023
Q2 | $4.14M | Sell |
12,130
-2,757
| -19% | -$940K | 0.16% | 175 |
|
|
2023
Q1 | $4.6M | Sell |
14,887
-768
| -5% | -$237K | 0.17% | 163 |
|
|
2022
Q4 | $4.84M | Buy |
+15,655
| New | +$4.84M | 0.18% | 155 |
|