Avantax Planning 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 | $2.19M | Sell |
3
-1
| -25% | -$729K | 0.07% | 126 |
|
|
2025
Q1 | $3.19M | Buy |
+4
| New | +$3.19M | 0.11% | 105 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | -$549K | – | 312 |
|
|
2017
Q3 | $549K | Hold |
2
| – | – | 0.04% | 195 |
|
|
2017
Q2 | $509K | Buy |
2
+1
| +100% | +$255K | 0.04% | 188 |
|
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.02% | 266 |
|
|
2016
Q4 | $244K | Buy |
+1
| New | +$244K | 0.03% | 259 |
|