Morling Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Morling Financial Advisors, LLC

$272 Million
Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,298 shares of BRK-B stock, worth $629,530. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,298

Previous 955 35.92%

Holding current value

$629,530

Previous $432,000 59.95%

% of portfolio

0.25%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$442.66 - $534.52 $151,832 - $183,340	343 Added 35.92%	1,298 $691,000
Q4 2024 Feb 07, 2025	BUY	$442.29 - $483.08 $92,438 - $100,963	209 Added 28.02%	955 $432,000
Q3 2024 Oct 18, 2024	BUY	$405.19 - $478.57 $40,519 - $47,857	100 Added 15.48%	746 $343,000
Q2 2024 Aug 07, 2024	BUY	$396.73 - $420.24 $1,983 - $2,101	5 Added 0.78%	646 $262,000
Q1 2024 May 13, 2024	SELL	$359.29 - $420.52 $2,874 - $3,364	-8 Reduced 1.23%	641 $269,000
Q4 2023 Feb 02, 2024	SELL	$331.71 - $362.68 $30,517 - $33,366	-92 Reduced 12.42%	649 $231,000
Q3 2023 Nov 08, 2023	SELL	$340.9 - $370.48 $19,431 - $21,117	-57 Reduced 7.14%	741 $259,000
Q1 2023 May 02, 2023	BUY	$293.51 - $320.37 $16,730 - $18,261	57 Added 7.69%	798 $246,000
Q4 2022 Feb 03, 2023	BUY	$264.0 - $318.6 $195,624 - $236,082	741 New	741 $228,000
Q2 2022 Aug 01, 2022	SELL	$267.52 - $353.1 $4,012 - $5,296	-15 Reduced 1.98%	741 $202,000
Q1 2022 May 06, 2022	BUY	$300.79 - $359.57 $4,511 - $5,393	15 Added 2.02%	756 $267,000
Q4 2021 Feb 04, 2022	BUY	$273.64 - $300.17 $202,767 - $222,425	741 New	741 $222,000

Others Institutions Holding BRK-B

# of Institutions

4,963

Shares Held

900M

Call Options Held

19.4M

Put Options Held

12.1M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $631B

More about BRK-B

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Morling Financial Advisors, LLC Berkshire Hathaway Inc Class B Transaction History