Security National Bank’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 | $45.2M | Hold |
62
| – | – | 7.82% | 2 |
|
|
2025
Q1 | $49.5M | Buy |
62
+9
| +17% | +$7.19M | 9.35% | 2 |
|
|
2024
Q4 | $36.1M | Buy |
53
+3
| +6% | +$2.04M | 5.15% | 3 |
|
|
2024
Q3 | $34.6M | Hold |
50
| – | – | 4.7% | 3 |
|
|
2024
Q2 | $30.6M | Sell |
50
-1
| -2% | -$612K | 4.45% | 3 |
|
|
2024
Q1 | $32.4M | Hold |
51
| – | – | 4.9% | 3 |
|
|
2023
Q4 | $27.7M | Buy |
51
+40
| +364% | +$21.7M | 6.25% | 2 |
|
|
2023
Q3 | $5.95M | Hold |
11
| – | – | 1.67% | 19 |
|
|
2023
Q2 | $5.7M | Sell |
11
-1
| -8% | -$518K | 1.45% | 26 |
|
|
2023
Q1 | $5.59M | Hold |
12
| – | – | 1.49% | 27 |
|
|
2022
Q4 | $5.62M | Hold |
12
| – | – | 1.52% | 28 |
|
|
2022
Q3 | $4.88M | Sell |
12
-3
| -20% | -$1.22M | 1.36% | 29 |
|
|
2022
Q2 | $6.13M | Hold |
15
| – | – | 1.71% | 24 |
|
|
2022
Q1 | $7.93M | Sell |
15
-3
| -17% | -$1.59M | 1.81% | 20 |
|
|
2021
Q4 | $8.11M | Hold |
18
| – | – | 1.84% | 17 |
|
|
2021
Q3 | $7.41M | Buy |
18
+2
| +13% | +$823K | 1.86% | 22 |
|
|
2021
Q2 | $6.7M | Hold |
16
| – | – | 1.76% | 22 |
|
|
2021
Q1 | $6.17M | Sell |
16
-1
| -6% | -$386K | 1.81% | 22 |
|
|
2020
Q4 | $5.91M | Sell |
17
-1
| -6% | -$348K | 1.88% | 22 |
|
|
2020
Q3 | $5.76M | Hold |
18
| – | – | 2.01% | 23 |
|
|
2020
Q2 | $4.81M | Hold |
18
| – | – | 1.99% | 22 |
|
|
2020
Q1 | $4.9M | Buy |
18
+2
| +13% | +$544K | 2.57% | 12 |
|
|
2019
Q4 | $5.43M | Hold |
16
| – | – | 2.42% | 14 |
|
|
2019
Q3 | $4.99M | Hold |
16
| – | – | 2.35% | 14 |
|
|
2019
Q2 | $5.09M | Hold |
16
| – | – | 2.52% | 7 |
|
|
2019
Q1 | $4.82M | Hold |
16
| – | – | 2.5% | 9 |
|
|
2018
Q4 | $4.9M | Sell |
16
-2
| -11% | -$612K | 3.05% | 5 |
|
|
2018
Q3 | $5.76M | Buy |
18
+7
| +64% | +$2.24M | 3.19% | 5 |
|
|
2018
Q2 | $3.1M | Hold |
11
| – | – | 1.97% | 21 |
|
|
2018
Q1 | $3.29M | Hold |
11
| – | – | 2.2% | 15 |
|
|
2017
Q4 | $3.27M | Hold |
11
| – | – | 2.13% | 16 |
|
|
2017
Q3 | $3.02M | Hold |
11
| – | – | 2.07% | 18 |
|
|
2017
Q2 | $2.8M | Sell |
11
-7
| -39% | -$1.78M | 2.04% | 16 |
|
|
2017
Q1 | $4.5M | Buy |
+18
| New | +$4.5M | 3.37% | 5 |
|