Archford Capital Strategies’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 | $2.19M | Buy |
+3
| New | +$2.19M | 0.28% | 84 |
|
2024
Q3 | – | Sell |
-1
| Closed | -$612K | – | 258 |
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.1% | 158 |
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.11% | 158 |
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.1% | 164 |
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.11% | 191 |
|
2023
Q2 | $533K | Hold |
1
| – | – | 0.1% | 203 |
|
2023
Q1 | $472K | Hold |
1
| – | – | 0.1% | 202 |
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.11% | 205 |
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.1% | 200 |
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.1% | 197 |
|
2022
Q1 | $516K | Hold |
1
| – | – | 0.12% | 178 |
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.1% | 201 |
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.1% | 212 |
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.11% | 202 |
|
2021
Q1 | $405K | Hold |
1
| – | – | 0.11% | 202 |
|
2020
Q4 | $352K | Hold |
1
| – | – | 0.08% | 215 |
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.09% | 209 |
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.08% | 218 |
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.11% | 187 |
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.12% | 187 |
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.12% | 181 |
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.12% | 183 |
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.11% | 192 |
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.12% | 183 |
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.12% | 187 |
|
2018
Q2 | $282K | Buy |
+1
| New | +$282K | 0.1% | 190 |
|
2018
Q1 | – | Sell |
-1
| Closed | -$298K | – | 662 |
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.11% | 171 |
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.1% | 172 |
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.1% | 168 |
|
2017
Q1 | $250K | Buy |
+1
| New | +$250K | 0.09% | 180 |
|
2016
Q4 | – | Sell |
-1
| Closed | -$216K | – | 659 |
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.09% | 172 |
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.11% | 146 |
|
2016
Q1 | $213K | Hold |
1
| – | – | 0.1% | 161 |
|
2015
Q4 | $198K | Hold |
1
| – | – | 0.09% | 168 |
|
2015
Q3 | $195K | Hold |
1
| – | – | 0.15% | 115 |
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.15% | 112 |
|
2015
Q1 | $218K | Buy |
+1
| New | +$218K | 0.15% | 116 |
|