Omega Financial Group’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 | $469K | Sell |
965
-155
| -14% | -$75.3K | 0.17% | 66 |
|
|
2025
Q1 | $596K | Hold |
1,120
| – | – | 0.23% | 53 |
|
|
2024
Q4 | $508K | Sell |
1,120
-65
| -5% | -$29.5K | 0.19% | 59 |
|
|
2024
Q3 | $545K | Hold |
1,185
| – | – | 0.21% | 60 |
|
|
2024
Q2 | $482K | Hold |
1,185
| – | – | 0.2% | 64 |
|
|
2024
Q1 | $498K | Sell |
1,185
-99
| -8% | -$41.6K | 0.2% | 63 |
|
|
2023
Q4 | $458K | Buy |
1,284
+52
| +4% | +$18.5K | 0.2% | 63 |
|
|
2023
Q3 | $432K | Buy |
1,232
+105
| +9% | +$36.8K | 0.21% | 63 |
|
|
2023
Q2 | $384K | Sell |
1,127
-100
| -8% | -$34.1K | 0.18% | 66 |
|
|
2023
Q1 | $379K | Hold |
1,227
| – | – | 0.17% | 66 |
|
|
2022
Q4 | $379K | Hold |
1,227
| – | – | 0.2% | 65 |
|
|
2022
Q3 | $328K | Sell |
1,227
-118
| -9% | -$31.5K | 0.17% | 66 |
|
|
2022
Q2 | $367K | Hold |
1,345
| – | – | 0.18% | 65 |
|
|
2022
Q1 | $475K | Sell |
1,345
-2
| -0.1% | -$706 | 0.21% | 53 |
|
|
2021
Q4 | $403K | Hold |
1,347
| – | – | 0.18% | 54 |
|
|
2021
Q3 | $368K | Hold |
1,347
| – | – | 0.18% | 51 |
|
|
2021
Q2 | $374K | Hold |
1,347
| – | – | 0.18% | 48 |
|
|
2021
Q1 | $344K | Sell |
1,347
-185
| -12% | -$47.2K | 0.17% | 52 |
|
|
2020
Q4 | $355K | Sell |
1,532
-22
| -1% | -$5.1K | 0.19% | 50 |
|
|
2020
Q3 | $331K | Sell |
1,554
-109
| -7% | -$23.2K | 0.2% | 51 |
|
|
2020
Q2 | $297K | Buy |
+1,663
| New | +$297K | 0.19% | 52 |
|
|
2019
Q3 | – | Sell |
-1,114
| Closed | -$237K | – | 62 |
|
|
2019
Q2 | $237K | Sell |
1,114
-765
| -41% | -$163K | 0.18% | 59 |
|
|
2019
Q1 | $377K | Sell |
1,879
-11
| -0.6% | -$2.21K | 0.28% | 53 |
|
|
2018
Q4 | $386K | Buy |
+1,890
| New | +$386K | 0.34% | 49 |
|