Morris Financial Concepts’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 | $599K | Hold |
1,233
| – | – | 0.24% | 59 |
|
|
2025
Q1 | $657K | Buy |
1,233
+104
| +9% | +$55.4K | 0.28% | 58 |
|
|
2024
Q4 | $512K | Sell |
1,129
-129
| -10% | -$58.5K | 0.22% | 62 |
|
|
2024
Q3 | $579K | Sell |
1,258
-83
| -6% | -$38.2K | 0.25% | 58 |
|
|
2024
Q2 | $546K | Buy |
1,341
+10
| +0.8% | +$4.07K | 0.26% | 52 |
|
|
2024
Q1 | $560K | Sell |
1,331
-18
| -1% | -$7.57K | 0.29% | 50 |
|
|
2023
Q4 | $481K | Hold |
1,349
| – | – | 0.27% | 51 |
|
|
2023
Q3 | $473K | Hold |
1,349
| – | – | 0.31% | 42 |
|
|
2023
Q2 | $460K | Buy |
1,349
+10
| +0.7% | +$3.41K | 0.3% | 48 |
|
|
2023
Q1 | $413K | Sell |
1,339
-2
| -0.1% | -$618 | 0.29% | 49 |
|
|
2022
Q4 | $414K | Buy |
+1,341
| New | +$414K | 0.33% | 53 |
|