Union Heritage Capital’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 | $5.79M | Hold |
11,916
| – | – | 2.02% | 16 |
|
|
2025
Q1 | $6.35M | Hold |
11,916
| – | – | 2.36% | 14 |
|
|
2024
Q4 | $5.4M | Hold |
11,916
| – | – | 2% | 17 |
|
|
2024
Q3 | $5.48M | Hold |
11,916
| – | – | 2.02% | 18 |
|
|
2024
Q2 | $4.85M | Hold |
11,916
| – | – | 1.91% | 18 |
|
|
2024
Q1 | $5.01M | Buy |
11,916
+1,811
| +18% | +$762K | 1.99% | 16 |
|
|
2023
Q4 | $3.6M | Hold |
10,105
| – | – | 1.87% | 21 |
|
|
2023
Q3 | $3.54M | Hold |
10,105
| – | – | 2.01% | 21 |
|
|
2023
Q2 | $3.45M | Hold |
10,105
| – | – | 1.87% | 22 |
|
|
2023
Q1 | $3.12M | Hold |
10,105
| – | – | 1.9% | 23 |
|
|
2022
Q4 | $3.12M | Hold |
10,105
| – | – | 1.9% | 23 |
|
|
2022
Q3 | $2.7M | Hold |
10,105
| – | – | 1.79% | 22 |
|
|
2022
Q2 | $2.76M | Hold |
10,105
| – | – | 1.78% | 23 |
|
|
2022
Q1 | $3.57M | Sell |
10,105
-1,000
| -9% | -$353K | 1.98% | 20 |
|
|
2021
Q4 | $3.32M | Sell |
11,105
-4,000
| -26% | -$1.2M | 1.55% | 25 |
|
|
2021
Q3 | $4.12M | Hold |
15,105
| – | – | 1.93% | 16 |
|
|
2021
Q2 | $4.2M | Hold |
15,105
| – | – | 1.96% | 16 |
|
|
2021
Q1 | $3.86M | Buy |
+15,105
| New | +$3.86M | 1.92% | 16 |
|