Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.45M | Hold |
6
| – | – | 0.18% | 70 |
|
|
2022
Q1 | $3.17M | Hold |
6
| – | – | 0.2% | 59 |
|
|
2021
Q4 | $2.7M | Sell |
6
-1
| -14% | -$451K | 0.17% | 68 |
|
|
2021
Q3 | $2.88M | Hold |
7
| – | – | 0.21% | 56 |
|
|
2021
Q2 | $2.93M | Hold |
7
| – | – | 0.21% | 53 |
|
|
2021
Q1 | $2.7M | Buy |
7
+2
| +40% | +$771K | 0.22% | 53 |
|
|
2020
Q4 | $1.74M | Hold |
5
| – | – | 0.15% | 75 |
|
|
2020
Q3 | $1.6M | Hold |
5
| – | – | 0.17% | 73 |
|
|
2020
Q2 | $1.34M | Hold |
5
| – | – | 0.15% | 75 |
|
|
2020
Q1 | $1.36M | Sell |
5
-1
| -17% | -$272K | 0.19% | 67 |
|
|
2019
Q4 | $2.04M | Hold |
6
| – | – | 0.24% | 56 |
|
|
2019
Q3 | $1.87M | Hold |
6
| – | – | 0.25% | 53 |
|
|
2019
Q2 | $1.91M | Hold |
6
| – | – | 0.28% | 50 |
|
|
2019
Q1 | $1.81M | Hold |
6
| – | – | 0.29% | 48 |
|
|
2018
Q4 | $1.84M | Hold |
6
| – | – | 0.35% | 39 |
|
|
2018
Q3 | $1.92M | Sell |
6
-2
| -25% | -$640K | 0.37% | 41 |
|
|
2018
Q2 | $2.26M | Buy |
8
+3
| +60% | +$846K | 0.6% | 33 |
|
|
2018
Q1 | $1.5M | Buy |
5
+1
| +25% | +$299K | 0.59% | 32 |
|
|
2017
Q4 | $1.19M | Buy |
+4
| New | +$1.19M | 0.54% | 37 |
|