A detailed history of Morling Financial Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 746 shares of BRKB stock, worth $0. This represents 0.13% of its overall portfolio holdings.

Number of Shares
746
Previous 646 15.48%
Holding current value
$0
Previous $262,000 30.92%
% of portfolio
0.13%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
N/A
100 Added 15.48%
746 $343,000
Q2 2024

Aug 07, 2024

BUY
N/A
5 Added 0.78%
646 $262,000
Q1 2024

May 13, 2024

SELL
N/A
-8 Reduced 1.23%
641 $269,000
Q4 2023

Feb 02, 2024

SELL
N/A
-92 Reduced 12.42%
649 $231,000
Q3 2023

Nov 08, 2023

SELL
N/A
-57 Reduced 7.14%
741 $259,000
Q1 2023

May 02, 2023

BUY
N/A
57 Added 7.69%
798 $246,000
Q4 2022

Feb 03, 2023

BUY
N/A
741 New
741 $228,000
Q2 2022

Aug 01, 2022

SELL
N/A
-15 Reduced 1.98%
741 $202,000
Q1 2022

May 06, 2022

BUY
N/A
15 Added 2.02%
756 $267,000
Q4 2021

Feb 04, 2022

BUY
N/A
741 New
741 $222,000

Others Institutions Holding BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Morling Financial Advisors, LLC Portfolio

Follow Morling Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morling Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morling Financial Advisors, LLC with notifications on news.