Arete Wealth Advisors’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% | 312 |
|
|
2025
Q1 | $798K | Sell |
1
-100
| -99% | -$79.8M | 0.06% | 280 |
|
|
2024
Q4 | $1.36M | Buy |
101
+1
| +1% | +$13.5K | 0.1% | 205 |
|
|
2024
Q3 | $688K | Buy |
100
+99
| +9,900% | +$681K | 0.06% | 290 |
|
|
2024
Q2 | $612K | Buy |
+1
| New | +$612K | 0.05% | 349 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$543K | – | 424 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.04% | 380 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.09% | 226 |
|
|
2023
Q2 | $518K | Sell |
1
-4
| -80% | -$2.07M | 0.05% | 351 |
|
|
2023
Q1 | $2.33M | Buy |
+5
| New | +$2.33M | 0.19% | 105 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$6.1M | – | 642 |
|
|
2022
Q3 | $6.1M | Hold |
15
| – | – | 0.6% | 34 |
|
|
2022
Q2 | $6.13M | Buy |
15
+1
| +7% | +$409K | 0.62% | 43 |
|
|
2022
Q1 | $7.41M | Buy |
+14
| New | +$7.41M | 0.62% | 40 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | -$5.76M | – | 504 |
|
|
2021
Q3 | $5.76M | Hold |
14
| – | – | 0.63% | 37 |
|
|
2021
Q2 | $5.86M | Sell |
14
-1
| -7% | -$419K | 0.82% | 27 |
|
|
2021
Q1 | $5.79M | Hold |
15
| – | – | 0.74% | 32 |
|
|
2020
Q4 | $5.21M | Hold |
15
| – | – | 0.74% | 31 |
|
|
2020
Q3 | $4.76M | Hold |
15
| – | – | 0.72% | 28 |
|
|
2020
Q2 | $4.01M | Hold |
15
| – | – | 0.69% | 31 |
|
|
2020
Q1 | $4.08M | Buy |
15
+9
| +150% | +$2.45M | 0.8% | 23 |
|
|
2019
Q4 | $2.04M | Buy |
6
+1
| +20% | +$340K | 0.35% | 71 |
|
|
2019
Q3 | $1.56M | Hold |
5
| – | – | 0.3% | 83 |
|
|
2019
Q2 | $1.59M | Hold |
5
| – | – | 0.31% | 83 |
|
|
2019
Q1 | $1.51M | Hold |
5
| – | – | 0.31% | 79 |
|
|
2018
Q4 | $1.53M | Hold |
5
| – | – | 0.37% | 65 |
|
|
2018
Q3 | $1.6M | Hold |
5
| – | – | 0.36% | 69 |
|
|
2018
Q2 | $1.41M | Hold |
5
| – | – | 0.34% | 73 |
|
|
2018
Q1 | $1.5M | Hold |
5
| – | – | 0.5% | 42 |
|
|
2017
Q4 | $1.49M | Hold |
5
| – | – | 0.48% | 42 |
|
|
2017
Q3 | $1.37M | Hold |
5
| – | – | 0.55% | 53 |
|
|
2017
Q2 | $1.27M | Hold |
5
| – | – | 0.58% | 50 |
|
|
2017
Q1 | $1.25M | Hold |
5
| – | – | 0.54% | 50 |
|
|
2016
Q4 | $1.22M | Hold |
5
| – | – | 0.56% | 45 |
|
|
2016
Q3 | $1.08M | Hold |
5
| – | – | 0.62% | 35 |
|
|
2016
Q2 | $1.09M | Hold |
5
| – | – | 0.68% | 33 |
|
|
2016
Q1 | $1.07M | Buy |
5
+1
| +25% | +$213K | 0.64% | 29 |
|
|
2015
Q4 | $791K | Hold |
4
| – | – | 0.48% | 37 |
|
|
2015
Q3 | $781K | Hold |
4
| – | – | 0.61% | 36 |
|
|
2015
Q2 | $819K | Hold |
4
| – | – | 0.55% | 44 |
|
|
2015
Q1 | $870K | Hold |
4
| – | – | 0.56% | 41 |
|
|
2014
Q4 | $904K | Hold |
4
| – | – | 0.64% | 38 |
|
|
2014
Q3 | $828K | Hold |
4
| – | – | 0.63% | 34 |
|
|
2014
Q2 | $760K | Hold |
4
| – | – | 0.59% | 43 |
|
|
2014
Q1 | $749K | Hold |
4
| – | – | 0.7% | 38 |
|
|
2013
Q4 | $712K | Buy |
+4
| New | +$712K | 0.7% | 36 |
|