Badgley Phelps Wealth Managers’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 | $7.29M | Hold |
10
| – | – | 0.16% | 117 |
|
|
2025
Q1 | $7.98M | Buy |
+10
| New | +$7.98M | 0.19% | 114 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$2.66M | – | 242 |
|
|
2023
Q3 | $2.66M | Hold |
5
| – | – | 0.09% | 117 |
|
|
2023
Q2 | $2.59M | Buy |
5
+1
| +25% | +$518K | 0.09% | 118 |
|
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 0.07% | 118 |
|
|
2022
Q4 | $1.87M | Hold |
4
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 0.07% | 118 |
|
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 0.07% | 120 |
|
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 0.07% | 118 |
|
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 0.06% | 124 |
|
|
2021
Q3 | $1.65M | Buy |
+4
| New | +$1.65M | 0.06% | 122 |
|