Baldwin Wealth 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
Q1 | – | Sell |
-17,880
| Closed | -$8.1M | – | 230 |
|
|
2024
Q4 | $8.1M | Buy |
17,880
+17,879
| +1,787,900% | +$8.1M | 0.56% | 51 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.05% | 123 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.05% | 132 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.04% | 142 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.04% | 160 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.04% | 164 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.04% | 163 |
|
|
2022
Q3 | $407K | Hold |
1
| – | – | 0.06% | 111 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.05% | 119 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.06% | 114 |
|
|
2021
Q4 | $451K | Buy |
+1
| New | +$451K | 0.05% | 139 |
|
|
2019
Q2 | – | Sell |
-2
| Closed | -$602K | – | 510 |
|
|
2019
Q1 | $602K | Hold |
2
| – | – | 0.09% | 112 |
|
|
2018
Q4 | $612K | Hold |
2
| – | – | 0.1% | 103 |
|
|
2018
Q3 | $640K | Hold |
2
| – | – | 0.09% | 107 |
|
|
2018
Q2 | $564K | Hold |
2
| – | – | 0.09% | 117 |
|
|
2018
Q1 | $598K | Hold |
2
| – | – | 0.1% | 112 |
|
|
2017
Q4 | $595K | Hold |
2
| – | – | 0.09% | 114 |
|
|
2017
Q3 | $549K | Hold |
2
| – | – | 0.09% | 114 |
|
|
2017
Q2 | $509K | Hold |
2
| – | – | 0.08% | 123 |
|
|
2017
Q1 | $500K | Hold |
2
| – | – | 0.08% | 127 |
|
|
2016
Q4 | $488K | Hold |
2
| – | – | 0.09% | 119 |
|
|
2016
Q3 | $432K | Buy |
+2
| New | +$432K | 0.08% | 133 |
|