Warner 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 | $948K | Sell |
1,951
-447
| -19% | -$217K | 0.39% | 49 |
|
|
2025
Q1 | $1.28M | Hold |
2,398
| – | – | 0.56% | 37 |
|
|
2024
Q4 | $1.09M | Sell |
2,398
-157
| -6% | -$71.2K | 0.47% | 45 |
|
|
2024
Q3 | $1.18M | Hold |
2,555
| – | – | 0.52% | 42 |
|
|
2024
Q2 | $1.04M | Sell |
2,555
-75
| -3% | -$30.5K | 0.51% | 45 |
|
|
2024
Q1 | $1.11M | Hold |
2,630
| – | – | 0.55% | 44 |
|
|
2023
Q4 | $938K | Hold |
2,630
| – | – | 0.53% | 47 |
|
|
2023
Q3 | $921K | Sell |
2,630
-71
| -3% | -$24.9K | 0.61% | 37 |
|
|
2023
Q2 | $921K | Buy |
2,701
+149
| +6% | +$50.8K | 0.6% | 37 |
|
|
2023
Q1 | $788K | Sell |
2,552
-13
| -0.5% | -$4.01K | 0.55% | 43 |
|
|
2022
Q4 | $792K | Sell |
2,565
-7
| -0.3% | -$2.16K | 0.6% | 39 |
|
|
2022
Q3 | $687K | Hold |
2,572
| – | – | 0.55% | 39 |
|
|
2022
Q2 | $702K | Buy |
2,572
+114
| +5% | +$31.1K | 0.65% | 37 |
|
|
2022
Q1 | $1.01M | Hold |
2,458
| – | – | 0.82% | 27 |
|
|
2021
Q4 | $735K | Buy |
+2,458
| New | +$735K | 0.61% | 33 |
|