Security National Bank’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 | $32.3M | Buy |
66,453
+1,397
| +2% | +$679K | 5.59% | 3 |
|
|
2025
Q1 | $34.6M | Sell |
65,056
-731
| -1% | -$389K | 6.54% | 3 |
|
|
2024
Q4 | $29.8M | Sell |
65,787
-321
| -0.5% | -$146K | 4.25% | 4 |
|
|
2024
Q3 | $30.4M | Sell |
66,108
-646
| -1% | -$297K | 4.13% | 4 |
|
|
2024
Q2 | $27.2M | Buy |
66,754
+468
| +0.7% | +$190K | 3.94% | 5 |
|
|
2024
Q1 | $27.9M | Sell |
66,286
-724
| -1% | -$304K | 4.22% | 5 |
|
|
2023
Q4 | $23.9M | Buy |
67,010
+3,090
| +5% | +$1.1M | 5.4% | 4 |
|
|
2023
Q3 | $22.8M | Sell |
63,920
-631
| -1% | -$225K | 6.4% | 2 |
|
|
2023
Q2 | $22M | Sell |
64,551
-232
| -0.4% | -$79.1K | 5.61% | 3 |
|
|
2023
Q1 | $20M | Sell |
64,783
-2,348
| -3% | -$725K | 5.34% | 3 |
|
|
2022
Q4 | $20.7M | Sell |
67,131
-4,099
| -6% | -$1.27M | 5.59% | 1 |
|
|
2022
Q3 | $19M | Sell |
71,230
-3,716
| -5% | -$992K | 5.3% | 2 |
|
|
2022
Q2 | $20.5M | Sell |
74,946
-1,020
| -1% | -$278K | 5.69% | 1 |
|
|
2022
Q1 | $26.8M | Buy |
75,966
+2,512
| +3% | +$887K | 6.13% | 2 |
|
|
2021
Q4 | $22M | Sell |
73,454
-992
| -1% | -$297K | 4.97% | 3 |
|
|
2021
Q3 | $20.3M | Sell |
74,446
-9,620
| -11% | -$2.63M | 5.1% | 3 |
|
|
2021
Q2 | $23.4M | Buy |
84,066
+12,760
| +18% | +$3.55M | 6.15% | 2 |
|
|
2021
Q1 | $18.2M | Buy |
71,306
+792
| +1% | +$202K | 5.36% | 2 |
|
|
2020
Q4 | $16.4M | Sell |
70,514
-3,580
| -5% | -$830K | 5.19% | 3 |
|
|
2020
Q3 | $15.8M | Buy |
74,094
+818
| +1% | +$174K | 5.5% | 3 |
|
|
2020
Q2 | $13.1M | Buy |
73,276
+1,959
| +3% | +$350K | 5.4% | 3 |
|
|
2020
Q1 | $13M | Sell |
71,317
-1,235
| -2% | -$226K | 6.85% | 1 |
|
|
2019
Q4 | $16.4M | Buy |
72,552
+166
| +0.2% | +$37.6K | 7.32% | 1 |
|
|
2019
Q3 | $15.1M | Buy |
72,386
+759
| +1% | +$158K | 7.1% | 2 |
|
|
2019
Q2 | $15.3M | Buy |
71,627
+1,279
| +2% | +$273K | 7.55% | 2 |
|
|
2019
Q1 | $14.1M | Buy |
70,348
+2,195
| +3% | +$441K | 7.33% | 2 |
|
|
2018
Q4 | $13.9M | Buy |
68,153
+2,100
| +3% | +$429K | 8.68% | 1 |
|
|
2018
Q3 | $14.1M | Buy |
66,053
+6,530
| +11% | +$1.4M | 7.82% | 2 |
|
|
2018
Q2 | $11.1M | Sell |
59,523
-908
| -2% | -$169K | 7.07% | 2 |
|
|
2018
Q1 | $12.1M | Buy |
60,431
+247
| +0.4% | +$49.3K | 8.07% | 2 |
|
|
2017
Q4 | $11.9M | Sell |
60,184
-519
| -0.9% | -$103K | 7.75% | 2 |
|
|
2017
Q3 | $11.1M | Buy |
60,703
+63
| +0.1% | +$11.5K | 7.62% | 2 |
|
|
2017
Q2 | $10.3M | Sell |
60,640
-3,191
| -5% | -$540K | 7.48% | 2 |
|
|
2017
Q1 | $10.6M | Buy |
+63,831
| New | +$10.6M | 7.97% | 2 |
|