Atria Wealth Solutions’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 | $2.92M | Sell |
4
-3
| -43% | -$2.19M | 0.07% | 327 |
|
|
2025
Q1 | $5.59M | Sell |
7
-1
| -13% | -$798K | 0.07% | 305 |
|
|
2024
Q4 | $5.45M | Sell |
8
-1
| -11% | -$681K | 0.06% | 332 |
|
|
2024
Q3 | $6.22M | Hold |
9
| – | – | 0.07% | 292 |
|
|
2024
Q2 | $5.51M | Buy |
9
+2
| +29% | +$1.22M | 0.06% | 318 |
|
|
2024
Q1 | $4.44M | Hold |
7
| – | – | 0.05% | 370 |
|
|
2023
Q4 | $3.8M | Sell |
7
-9
| -56% | -$4.88M | 0.05% | 378 |
|
|
2023
Q3 | $8.5M | Sell |
16
-2
| -11% | -$1.06M | 0.12% | 181 |
|
|
2023
Q2 | $9.32M | Hold |
18
| – | – | 0.13% | 164 |
|
|
2023
Q1 | $8.38M | Hold |
18
| – | – | 0.12% | 166 |
|
|
2022
Q4 | $8.44M | Hold |
18
| – | – | 0.14% | 166 |
|
|
2022
Q3 | $7.32M | Sell |
18
-48
| -73% | -$19.5M | 0.13% | 168 |
|
|
2022
Q2 | $6.55M | Buy |
66
+49
| +288% | +$4.86M | 0.12% | 168 |
|
|
2022
Q1 | $8.99M | Buy |
+17
| New | +$8.99M | 0.15% | 142 |
|