Avantax Advisory Services’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 | $5.1M | Hold |
7
| – | – | 0.03% | 445 |
|
|
2025
Q1 | $5.59M | Hold |
7
| – | – | 0.03% | 389 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 0.03% | 411 |
|
|
2024
Q3 | $4.84M | Hold |
7
| – | – | 0.03% | 401 |
|
|
2024
Q2 | $4.29M | Sell |
7
-1
| -13% | -$612K | 0.03% | 420 |
|
|
2024
Q1 | $5.08M | Sell |
8
-1
| -11% | -$634K | 0.05% | 301 |
|
|
2023
Q4 | $4.88M | Hold |
9
| – | – | 0.05% | 289 |
|
|
2023
Q3 | $4.78M | Sell |
9
-2
| -18% | -$1.06M | 0.05% | 262 |
|
|
2023
Q2 | $5.7M | Hold |
11
| – | – | 0.07% | 226 |
|
|
2023
Q1 | $5.12M | Sell |
11
-1
| -8% | -$466K | 0.06% | 242 |
|
|
2022
Q4 | $5.62M | Buy |
12
+1
| +9% | +$469K | 0.08% | 202 |
|
|
2022
Q3 | $4.47M | Hold |
11
| – | – | 0.07% | 219 |
|
|
2022
Q2 | $4.5M | Buy |
11
+1
| +10% | +$409K | 0.07% | 219 |
|
|
2022
Q1 | $5.29M | Hold |
10
| – | – | 0.07% | 196 |
|
|
2021
Q4 | $4.51M | Hold |
10
| – | – | 0.07% | 217 |
|
|
2021
Q3 | $4.11M | Hold |
10
| – | – | 0.07% | 207 |
|
|
2021
Q2 | $4.19M | Hold |
10
| – | – | 0.08% | 193 |
|
|
2021
Q1 | $3.86M | Hold |
10
| – | – | 0.08% | 183 |
|
|
2020
Q4 | $3.48M | Sell |
10
-11
| -52% | -$3.83M | 0.08% | 172 |
|
|
2020
Q3 | $6.72M | Buy |
21
+11
| +110% | +$3.52M | 0.11% | 160 |
|
|
2020
Q2 | $2.67M | Buy |
10
+2
| +25% | +$535K | 0.08% | 180 |
|
|
2020
Q1 | $2.18M | Buy |
8
+1
| +14% | +$272K | 0.06% | 182 |
|
|
2019
Q4 | $2.38M | Buy |
7
+1
| +17% | +$340K | 0.06% | 188 |
|
|
2019
Q3 | $1.87M | Hold |
6
| – | – | 0.08% | 136 |
|
|
2019
Q2 | $1.91M | Hold |
6
| – | – | 0.08% | 123 |
|
|
2019
Q1 | $1.81M | Hold |
6
| – | – | 0.1% | 114 |
|
|
2018
Q4 | $1.84M | Buy |
+6
| New | +$1.84M | 0.31% | 83 |
|