Security National Bank of Sioux City Iowa’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 | $6.05M | Sell |
12,456
-595
| -5% | -$289K | 4.25% | 3 |
|
|
2025
Q1 | $6.95M | Sell |
13,051
-654
| -5% | -$348K | 5.05% | 2 |
|
|
2024
Q4 | $6.21M | Sell |
13,705
-35
| -0.3% | -$15.9K | 4.35% | 3 |
|
|
2024
Q3 | $6.32M | Sell |
13,740
-40
| -0.3% | -$18.4K | 3.86% | 3 |
|
|
2024
Q2 | $5.61M | Sell |
13,780
-324
| -2% | -$132K | 4.04% | 3 |
|
|
2024
Q1 | $5.93M | Sell |
14,104
-379
| -3% | -$159K | 4.18% | 2 |
|
|
2023
Q4 | $5.17M | Sell |
14,483
-1,200
| -8% | -$428K | 3.9% | 3 |
|
|
2023
Q3 | $5.49M | Sell |
15,683
-142
| -0.9% | -$49.7K | 4.29% | 3 |
|
|
2023
Q2 | $5.4M | Buy |
+15,825
| New | +$5.4M | 4.07% | 3 |
|
|
2022
Q4 | $4.71M | Sell |
15,243
-434
| -3% | -$134K | 3.6% | 2 |
|
|
2022
Q3 | $4.19M | Sell |
15,677
-118
| -0.7% | -$31.5K | 3.73% | 4 |
|
|
2022
Q2 | $4.31M | Sell |
15,795
-1,400
| -8% | -$382K | 3.68% | 4 |
|
|
2022
Q1 | $6.07M | Sell |
17,195
-1,626
| -9% | -$574K | 4.51% | 1 |
|
|
2021
Q4 | $5.63M | Buy |
18,821
+5
| +0% | +$1.5K | 3.87% | 4 |
|
|
2021
Q3 | $5.14M | Buy |
18,816
+1,668
| +10% | +$455K | 3.95% | 3 |
|
|
2021
Q2 | $4.77M | Sell |
17,148
-4,459
| -21% | -$1.24M | 3.75% | 4 |
|
|
2021
Q1 | $5.52M | Sell |
21,607
-415
| -2% | -$106K | 4.45% | 1 |
|
|
2020
Q4 | $5.11M | Sell |
22,022
-1,241
| -5% | -$288K | 4.37% | 3 |
|
|
2020
Q3 | $4.95M | Buy |
23,263
+1,121
| +5% | +$239K | 4.64% | 4 |
|
|
2020
Q2 | $3.95M | Sell |
22,142
-60
| -0.3% | -$10.7K | 4.25% | 4 |
|
|
2020
Q1 | $4.06M | Sell |
22,202
-719
| -3% | -$131K | 5.25% | 1 |
|
|
2019
Q4 | $5.19M | Buy |
22,921
+131
| +0.6% | +$29.7K | 5.09% | 1 |
|
|
2019
Q3 | $4.74M | Buy |
22,790
+101
| +0.4% | +$21K | 5.43% | 1 |
|
|
2019
Q2 | $4.84M | Sell |
22,689
-400
| -2% | -$85.3K | 5.7% | 1 |
|
|
2019
Q1 | $4.64M | Sell |
23,089
-2,112
| -8% | -$424K | 5.35% | 1 |
|
|
2018
Q4 | $5.15M | Sell |
25,201
-79
| -0.3% | -$16.1K | 5.32% | 1 |
|
|
2018
Q3 | $5.41M | Sell |
25,280
-491
| -2% | -$105K | 4.78% | 1 |
|
|
2018
Q2 | $4.81M | Buy |
25,771
+2,642
| +11% | +$493K | 4.51% | 1 |
|
|
2018
Q1 | $4.61M | Sell |
23,129
-370
| -2% | -$73.8K | 4.33% | 1 |
|
|
2017
Q4 | $4.66M | Buy |
23,499
+114
| +0.5% | +$22.6K | 4.22% | 1 |
|
|
2017
Q3 | $4.29M | Sell |
23,385
-983
| -4% | -$180K | 4.19% | 1 |
|
|
2017
Q2 | $4.13M | Buy |
24,368
+475
| +2% | +$80.4K | 4.05% | 1 |
|
|
2017
Q1 | $3.98M | Buy |
23,893
+1,579
| +7% | +$263K | 3.93% | 2 |
|
|
2016
Q4 | $3.64M | Buy |
22,314
+1,389
| +7% | +$226K | 3.78% | 2 |
|
|
2016
Q3 | $3.02M | Buy |
20,925
+148
| +0.7% | +$21.4K | 3.38% | 2 |
|
|
2016
Q2 | $3.01M | Buy |
20,777
+65
| +0.3% | +$9.41K | 3.4% | 1 |
|
|
2016
Q1 | $2.94M | Sell |
20,712
-1,632
| -7% | -$231K | 3.44% | 2 |
|
|
2015
Q4 | $2.95M | Buy |
22,344
+394
| +2% | +$52K | 2.92% | 3 |
|
|
2015
Q3 | $2.86M | Sell |
21,950
-92
| -0.4% | -$12K | 3.37% | 2 |
|
|
2015
Q2 | $3M | Sell |
22,042
-359
| -2% | -$48.9K | 3.27% | 1 |
|
|
2015
Q1 | $3.23M | Buy |
22,401
+75
| +0.3% | +$10.8K | 3.48% | 1 |
|
|
2014
Q4 | $3.35M | Sell |
22,326
-446
| -2% | -$67K | 3.75% | 1 |
|
|
2014
Q3 | $3.15M | Buy |
22,772
+15
| +0.1% | +$2.07K | 3.52% | 1 |
|
|
2014
Q2 | $2.88M | Sell |
22,757
-160
| -0.7% | -$20.2K | 3.26% | 1 |
|
|
2014
Q1 | $2.86M | Buy |
22,917
+1,307
| +6% | +$163K | 3.36% | 1 |
|
|
2013
Q4 | $2.56M | Buy |
21,610
+1,960
| +10% | +$232K | 3.11% | 1 |
|
|
2013
Q3 | $2.23M | Sell |
19,650
-1,445
| -7% | -$164K | 3.24% | 1 |
|
|
2013
Q2 | $2.36M | Buy |
+21,095
| New | +$2.36M | 3.69% | 1 |
|