Morling Financial Advisors’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 | $395K | Sell |
813
-485
| -37% | -$236K | 0.13% | 52 |
|
|
2025
Q1 | $691K | Buy |
1,298
+343
| +36% | +$183K | 0.24% | 36 |
|
|
2024
Q4 | $433K | Buy |
955
+209
| +28% | +$94.7K | 0.15% | 49 |
|
|
2024
Q3 | $343K | Buy |
746
+100
| +15% | +$46K | 0.13% | 50 |
|
|
2024
Q2 | $263K | Buy |
646
+5
| +0.8% | +$2.03K | 0.11% | 52 |
|
|
2024
Q1 | $270K | Sell |
641
-8
| -1% | -$3.36K | 0.15% | 56 |
|
|
2023
Q4 | $231K | Sell |
649
-92
| -12% | -$32.8K | 0.19% | 52 |
|
|
2023
Q3 | $260K | Sell |
741
-57
| -7% | -$20K | 0.26% | 44 |
|
|
2023
Q2 | $272K | Hold |
798
| – | – | 0.26% | 43 |
|
|
2023
Q1 | $246K | Buy |
798
+57
| +8% | +$17.6K | 0.27% | 47 |
|
|
2022
Q4 | $229K | Buy |
+741
| New | +$229K | 0.29% | 47 |
|
|
2022
Q3 | – | Sell |
-741
| Closed | -$202K | – | 72 |
|
|
2022
Q2 | $202K | Sell |
741
-15
| -2% | -$4.09K | 0.26% | 47 |
|
|
2022
Q1 | $267K | Buy |
756
+15
| +2% | +$5.3K | 0.34% | 41 |
|
|
2021
Q4 | $222K | Buy |
+741
| New | +$222K | 0.21% | 43 |
|