Security Financial Services’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 | $1M | Buy |
2,067
+49
| +2% | +$23.8K | 0.18% | 73 |
|
|
2025
Q1 | $1.07M | Buy |
2,018
+5
| +0.2% | +$2.66K | 0.21% | 68 |
|
|
2024
Q4 | $912K | Buy |
2,013
+62
| +3% | +$28.1K | 0.19% | 73 |
|
|
2024
Q3 | $898K | Buy |
1,951
+16
| +0.8% | +$7.36K | 0.18% | 68 |
|
|
2024
Q2 | $787K | Sell |
1,935
-1,274
| -40% | -$518K | 0.17% | 75 |
|
|
2024
Q1 | $1.35M | Buy |
3,209
+21
| +0.7% | +$8.83K | 0.3% | 56 |
|
|
2023
Q4 | $1.14M | Buy |
3,188
+273
| +9% | +$97.4K | 0.28% | 62 |
|
|
2023
Q3 | $1.02M | Buy |
2,915
+8
| +0.3% | +$2.8K | 0.29% | 63 |
|
|
2023
Q2 | $991K | Buy |
2,907
+1,387
| +91% | +$473K | 0.28% | 65 |
|
|
2023
Q1 | $469K | Sell |
1,520
-220
| -13% | -$67.9K | 0.14% | 96 |
|
|
2022
Q4 | $537K | Sell |
1,740
-140
| -7% | -$43.2K | 0.17% | 93 |
|
|
2022
Q3 | $502K | Hold |
1,880
| – | – | 0.17% | 89 |
|
|
2022
Q2 | $513K | Hold |
1,880
| – | – | 0.16% | 85 |
|
|
2022
Q1 | $663K | Sell |
1,880
-45
| -2% | -$15.9K | 0.21% | 70 |
|
|
2021
Q4 | $576K | Buy |
+1,925
| New | +$576K | 0.19% | 80 |
|