AE Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
2
| – | – | 0.01% | 620 |
|
|
2025
Q1 | $1.6M | Buy |
+2
| New | +$1.6M | 0.01% | 586 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$612K | – | 1245 |
|
|
2024
Q2 | $612K | Buy |
+1
| New | +$612K | 0.01% | 827 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$2.91M | – | 1250 |
|
|
2023
Q4 | $2.91M | Buy |
5
+1
| +25% | +$582K | 0.01% | 773 |
|
|
2023
Q3 | $2.13M | Sell |
4
-11
| -73% | -$5.85M | 0.01% | 828 |
|
|
2023
Q2 | $7.77M | Hold |
15
| – | – | 0.05% | 426 |
|
|
2023
Q1 | $6.98M | Hold |
15
| – | – | 0.04% | 428 |
|
|
2022
Q4 | $7.03M | Hold |
15
| – | – | 0.05% | 396 |
|
|
2022
Q3 | $6.1M | Buy |
15
+2
| +15% | +$813K | 0.05% | 379 |
|
|
2022
Q2 | $5.32M | Buy |
13
+5
| +63% | +$2.04M | 0.04% | 399 |
|
|
2022
Q1 | $4.23M | Hold |
8
| – | – | 0.03% | 491 |
|
|
2021
Q4 | $3.61M | Sell |
8
-1
| -11% | -$451K | 0.03% | 513 |
|
|
2021
Q3 | $3.7M | Hold |
9
| – | – | 0.03% | 450 |
|
|
2021
Q2 | $3.77M | Hold |
9
| – | – | 0.03% | 451 |
|
|
2021
Q1 | $3.47M | Hold |
9
| – | – | 0.04% | 407 |
|
|
2020
Q4 | $3.13M | Sell |
9
-2
| -18% | -$696K | 0.04% | 371 |
|
|
2020
Q3 | $3.52M | Sell |
11
-3
| -21% | -$960K | 0.05% | 293 |
|
|
2020
Q2 | $3.74M | Buy |
14
+3
| +27% | +$802K | 0.06% | 270 |
|
|
2020
Q1 | $2.99M | Buy |
11
+3
| +38% | +$816K | 0.07% | 235 |
|
|
2019
Q4 | $2.72M | Hold |
8
| – | – | 0.06% | 279 |
|
|
2019
Q3 | $2.5M | Hold |
8
| – | – | 0.07% | 231 |
|
|
2019
Q2 | $2.55M | Buy |
8
+4
| +100% | +$1.27M | 0.08% | 197 |
|
|
2019
Q1 | $1.21M | Hold |
4
| – | – | 0.08% | 194 |
|
|
2018
Q4 | $1.22M | Sell |
4
-1
| -20% | -$306K | 0.21% | 120 |
|
|
2018
Q3 | $1.6M | Hold |
5
| – | – | 0.09% | 159 |
|
|
2018
Q2 | $1.41M | Hold |
5
| – | – | 0.1% | 124 |
|
|
2018
Q1 | $1.5M | Buy |
5
+2
| +67% | +$598K | 0.12% | 113 |
|
|
2017
Q4 | $893K | Buy |
3
+1
| +50% | +$298K | 0.08% | 181 |
|
|
2017
Q3 | $549K | Hold |
2
| – | – | 0.05% | 223 |
|
|
2017
Q2 | $509K | Hold |
2
| – | – | 0.06% | 229 |
|
|
2017
Q1 | $500K | Hold |
2
| – | – | 0.09% | 173 |
|
|
2016
Q4 | $488K | Buy |
+2
| New | +$488K | 0.2% | 117 |
|