American Institute for Advanced Investment 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 | $729K | Hold |
1
| – | – | 0.52% | 52 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.61% | 48 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.51% | 58 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.49% | 58 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.47% | 60 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.5% | 56 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.48% | 55 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.49% | 59 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.45% | 62 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.5% | 57 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.43% | 61 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.38% | 68 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.36% | 70 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.38% | 64 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.3% | 75 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.29% | 76 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.3% | 77 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.29% | 74 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.28% | 75 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.29% | 74 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.25% | 75 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.3% | 74 |
|
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.33% | 66 |
|