Apella Capital’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 | $7.16M | Buy |
10
+7
| +233% | +$5.01M | 0.19% | 91 |
|
|
2025
Q1 | $2.34M | Buy |
+3
| New | +$2.34M | 0.08% | 126 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$1.04M | – | 260 |
|
|
2023
Q2 | $1.04M | Buy |
+2
| New | +$1.04M | 0.07% | 114 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | -$529K | – | 220 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.07% | 129 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.06% | 134 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.06% | 139 |
|
|
2021
Q2 | $419K | Buy |
+1
| New | +$419K | 0.07% | 149 |
|