Security National Bank of Sioux City Iowa’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Hold |
7
| – | – | 3.58% | 5 |
|
|
2025
Q1 | $5.59M | Hold |
7
| – | – | 4.06% | 4 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 3.34% | 4 |
|
|
2024
Q3 | $4.84M | Hold |
7
| – | – | 2.95% | 4 |
|
|
2024
Q2 | $4.29M | Hold |
7
| – | – | 3.09% | 5 |
|
|
2024
Q1 | $4.44M | Hold |
7
| – | – | 3.13% | 4 |
|
|
2023
Q4 | $3.8M | Hold |
7
| – | – | 2.87% | 4 |
|
|
2023
Q3 | $3.72M | Hold |
7
| – | – | 2.9% | 6 |
|
|
2023
Q2 | $3.62M | Buy |
+7
| New | +$3.62M | 2.73% | 6 |
|
|
2022
Q4 | $4.22M | Hold |
9
| – | – | 3.22% | 6 |
|
|
2022
Q3 | $3.66M | Hold |
9
| – | – | 3.26% | 5 |
|
|
2022
Q2 | $3.68M | Hold |
9
| – | – | 3.14% | 5 |
|
|
2022
Q1 | $4.76M | Hold |
9
| – | – | 3.54% | 5 |
|
|
2021
Q4 | $4.06M | Hold |
9
| – | – | 2.79% | 6 |
|
|
2021
Q3 | $3.7M | Buy |
9
+8
| +800% | +$3.29M | 2.85% | 6 |
|
|
2021
Q2 | $419K | Sell |
1
-8
| -89% | -$3.35M | 0.33% | 68 |
|
|
2021
Q1 | $3.47M | Hold |
9
| – | – | 2.8% | 6 |
|
|
2020
Q4 | $3.13M | Hold |
9
| – | – | 2.68% | 7 |
|
|
2020
Q3 | $2.88M | Sell |
9
-1
| -10% | -$320K | 2.7% | 7 |
|
|
2020
Q2 | $2.67M | Hold |
10
| – | – | 2.87% | 6 |
|
|
2020
Q1 | $2.72M | Hold |
10
| – | – | 3.52% | 5 |
|
|
2019
Q4 | $3.4M | Hold |
10
| – | – | 3.33% | 5 |
|
|
2019
Q3 | $3.12M | Hold |
10
| – | – | 3.58% | 5 |
|
|
2019
Q2 | $3.18M | Hold |
10
| – | – | 3.75% | 3 |
|
|
2019
Q1 | $3.01M | Hold |
10
| – | – | 3.48% | 3 |
|
|
2018
Q4 | $3.06M | Hold |
10
| – | – | 3.17% | 6 |
|
|
2018
Q3 | $3.2M | Hold |
10
| – | – | 2.82% | 4 |
|
|
2018
Q2 | $2.82M | Hold |
10
| – | – | 2.64% | 5 |
|
|
2018
Q1 | $2.99M | Hold |
10
| – | – | 2.81% | 3 |
|
|
2017
Q4 | $2.98M | Hold |
10
| – | – | 2.7% | 4 |
|
|
2017
Q3 | $2.75M | Sell |
10
-6
| -38% | -$1.65M | 2.69% | 4 |
|
|
2017
Q2 | $4.08M | Hold |
16
| – | – | 4% | 2 |
|
|
2017
Q1 | $4M | Hold |
16
| – | – | 3.95% | 1 |
|
|
2016
Q4 | $3.91M | Hold |
16
| – | – | 4.06% | 1 |
|
|
2016
Q3 | $3.46M | Buy |
16
+6
| +60% | +$1.3M | 3.87% | 1 |
|
|
2016
Q2 | $2.17M | Hold |
10
| – | – | 2.45% | 12 |
|
|
2016
Q1 | $2.14M | Hold |
10
| – | – | 2.5% | 10 |
|
|
2015
Q4 | $1.98M | Buy |
10
+1
| +11% | +$198K | 1.96% | 12 |
|
|
2015
Q3 | $1.76M | Hold |
9
| – | – | 2.07% | 10 |
|
|
2015
Q2 | $1.84M | Hold |
9
| – | – | 2.01% | 11 |
|
|
2015
Q1 | $1.96M | Sell |
9
-1
| -10% | -$218K | 2.11% | 10 |
|
|
2014
Q4 | $2.26M | Buy |
10
+2
| +25% | +$452K | 2.53% | 5 |
|
|
2014
Q3 | $1.66M | Hold |
8
| – | – | 1.85% | 14 |
|
|
2014
Q2 | $1.52M | Hold |
8
| – | – | 1.72% | 19 |
|
|
2014
Q1 | $1.5M | Hold |
8
| – | – | 1.76% | 15 |
|
|
2013
Q4 | $1.42M | Sell |
8
-1
| -11% | -$178K | 1.73% | 16 |
|
|
2013
Q3 | $1.53M | Buy |
+9
| New | +$1.53M | 2.23% | 11 |
|