Univest Financial’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 | $2.69M | Sell |
5,529
-102
| -2% | -$49.5K | 0.16% | 99 |
|
|
2025
Q1 | $3M | Buy |
5,631
+252
| +5% | +$134K | 0.2% | 87 |
|
|
2024
Q4 | $2.44M | Buy |
5,379
+1
| +0% | +$453 | 0.15% | 104 |
|
|
2024
Q3 | $2.48M | Buy |
+5,378
| New | +$2.48M | 0.16% | 99 |
|
|
2020
Q1 | – | Sell |
-1,614
| Closed | -$263K | – | 113 |
|
|
2019
Q4 | $263K | Buy |
1,614
+225
| +16% | +$36.7K | 0.11% | 90 |
|
|
2019
Q3 | $289K | Sell |
1,389
-208
| -13% | -$43.3K | 0.09% | 97 |
|
|
2019
Q2 | $340K | Hold |
1,597
| – | – | 0.11% | 92 |
|
|
2019
Q1 | $321K | Sell |
1,597
-17
| -1% | -$3.42K | 0.11% | 94 |
|
|
2018
Q4 | $330K | Hold |
1,614
| – | – | 0.12% | 93 |
|
|
2018
Q3 | $346K | Hold |
1,614
| – | – | 0.11% | 89 |
|
|
2018
Q2 | $301K | Hold |
1,614
| – | – | 0.12% | 87 |
|
|
2018
Q1 | $322K | Hold |
1,614
| – | – | 0.14% | 78 |
|
|
2017
Q4 | $320K | Hold |
1,614
| – | – | 0.13% | 81 |
|
|
2017
Q3 | $296K | Hold |
1,614
| – | – | 0.12% | 81 |
|
|
2017
Q2 | $273K | Hold |
1,614
| – | – | 0.11% | 83 |
|
|
2017
Q1 | $269K | Hold |
1,614
| – | – | 0.12% | 84 |
|
|
2016
Q4 | $263K | Buy |
+1,614
| New | +$263K | 0.11% | 90 |
|