Morton Brown Family Wealth’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 | $439K | Hold |
903
| – | – | 0.13% | 35 |
|
|
2025
Q1 | $481K | Hold |
903
| – | – | 0.16% | 33 |
|
|
2024
Q4 | $409K | Hold |
903
| – | – | 0.14% | 37 |
|
|
2024
Q3 | $416K | Hold |
903
| – | – | 0.15% | 38 |
|
|
2024
Q2 | $399K | Hold |
903
| – | – | 0.16% | 36 |
|
|
2024
Q1 | $380K | Sell |
903
-201
| -18% | -$84.5K | 0.16% | 37 |
|
|
2023
Q4 | $394K | Buy |
1,104
+401
| +57% | +$143K | 0.17% | 38 |
|
|
2023
Q3 | $246K | Hold |
703
| – | – | 0.13% | 39 |
|
|
2023
Q2 | $240K | Hold |
703
| – | – | 0.13% | 42 |
|
|
2023
Q1 | $217K | Hold |
703
| – | – | 0.13% | 43 |
|
|
2022
Q4 | $217K | Hold |
703
| – | – | 0.15% | 42 |
|
|
2022
Q3 | $188K | Hold |
703
| – | – | 0.15% | 37 |
|
|
2022
Q2 | $192K | Buy |
703
+3
| +0.4% | +$819 | 0.15% | 36 |
|
|
2022
Q1 | $247K | Hold |
700
| – | – | 0.19% | 36 |
|
|
2021
Q4 | $209K | Buy |
+700
| New | +$209K | 0.16% | 39 |
|