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 813 shares of BRK-B stock, worth $387,906. This represents 0.15% of its overall portfolio holdings.

Number of Shares
813
Previous 1,298 37.37%
Holding current value
$387,906
Previous $691,000 42.98%
% of portfolio
0.15%
Previous 0.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$483.48 - $539.8 $234,487 - $261,802
-485 Reduced 37.37%
813 $394,000
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

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 $621B
More about BRK-B
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