Appleton Partners’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
| – | – | 0.05% | 155 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.06% | 144 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.05% | 150 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.05% | 152 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.05% | 158 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.04% | 177 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.05% | 182 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.04% | 193 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.04% | 209 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.04% | 207 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.04% | 216 |
|
|
2022
Q2 | $409K | Buy |
+1
| New | +$409K | 0.04% | 221 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | -$217K | – | 215 |
|
|
2016
Q2 | $217K | Sell |
1
-1
| -50% | -$217K | 0.04% | 194 |
|
|
2016
Q1 | $427K | Hold |
2
| – | – | 0.08% | 150 |
|
|
2015
Q4 | $396K | Hold |
2
| – | – | 0.08% | 161 |
|
|
2015
Q3 | $390K | Hold |
2
| – | – | 0.09% | 150 |
|
|
2015
Q2 | $410K | Hold |
2
| – | – | 0.09% | 137 |
|
|
2015
Q1 | $435K | Hold |
2
| – | – | 0.1% | 135 |
|
|
2014
Q4 | $452K | Hold |
2
| – | – | 0.1% | 126 |
|
|
2014
Q3 | $414K | Hold |
2
| – | – | 0.1% | 126 |
|
|
2014
Q2 | $380K | Hold |
2
| – | – | 0.09% | 133 |
|
|
2014
Q1 | $375K | Hold |
2
| – | – | 0.09% | 131 |
|
|
2013
Q4 | $356K | Hold |
2
| – | – | 0.09% | 124 |
|
|
2013
Q3 | $341K | Hold |
2
| – | – | 0.09% | 119 |
|
|
2013
Q2 | $337K | Buy |
+2
| New | +$337K | 0.1% | 109 |
|