Bank Julius Baer & Co’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 |
-1
| Closed | -$681K | – | 623 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | ﹤0.01% | 293 |
|
|
2023
Q4 | $543K | Sell |
1
-1
| -50% | -$543K | ﹤0.01% | 322 |
|
|
2023
Q3 | $1.08M | Hold |
2
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $1.02M | Hold |
2
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $800K | Hold |
2
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $1.06M | Sell |
2
-2
| -50% | -$1.06M | 0.01% | 277 |
|
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $1.65M | Hold |
4
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $1.67M | Hold |
4
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $1.54M | Hold |
4
| – | – | 0.01% | 290 |
|
|
2020
Q4 | $1.39M | Sell |
4
-1
| -20% | -$348K | 0.01% | 303 |
|
|
2020
Q3 | $1.6M | Buy |
5
+1
| +25% | +$320K | 0.02% | 248 |
|
|
2020
Q2 | $1.07M | Sell |
4
-3
| -43% | -$803K | 0.01% | 262 |
|
|
2020
Q1 | $1.91M | Buy |
+7
| New | +$1.91M | 0.04% | 157 |
|