Norwood Financial’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.24M | Hold |
2,960
| – | – | 1.8% | 10 |
|
2023
Q4 | $1.06M | Sell |
2,960
-107
| -3% | -$38.2K | 1.6% | 11 |
|
2023
Q3 | $1.07M | Sell |
3,067
-40
| -1% | -$14K | 1.74% | 11 |
|
2023
Q2 | $1.06M | Sell |
3,107
-150
| -5% | -$51.2K | 1.59% | 12 |
|
2023
Q1 | $1.01M | Buy |
3,257
+49
| +2% | +$15.1K | 1.59% | 13 |
|
2022
Q4 | $991K | Buy |
3,208
+158
| +5% | +$48.8K | 1.56% | 13 |
|
2022
Q3 | $814K | Buy |
3,050
+65
| +2% | +$17.3K | 1.44% | 15 |
|
2022
Q2 | $815K | Buy |
2,985
+620
| +26% | +$169K | 1.39% | 18 |
|
2022
Q1 | $834K | Buy |
2,365
+50
| +2% | +$17.6K | 1.21% | 20 |
|
2021
Q4 | $692K | Buy |
+2,315
| New | +$692K | 0.96% | 26 |
|