Bard Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15
| Closed | -$9.18M | – | 215 |
|
|
2024
Q2 | $9.18M | Hold |
15
| – | – | 0.95% | 32 |
|
|
2024
Q1 | $9.52M | Hold |
15
| – | – | 1.01% | 29 |
|
|
2023
Q4 | $8.14M | Hold |
15
| – | – | 0.91% | 30 |
|
|
2023
Q3 | $7.97M | Hold |
15
| – | – | 0.99% | 27 |
|
|
2023
Q2 | $7.77M | Hold |
15
| – | – | 0.59% | 49 |
|
|
2023
Q1 | $6.98M | Hold |
15
| – | – | 0.56% | 49 |
|
|
2022
Q4 | $7.03M | Hold |
15
| – | – | 0.6% | 47 |
|
|
2022
Q3 | $6.1M | Hold |
15
| – | – | 0.57% | 46 |
|
|
2022
Q2 | $6.13M | Hold |
15
| – | – | 0.56% | 48 |
|
|
2022
Q1 | $7.93M | Hold |
15
| – | – | 0.65% | 42 |
|
|
2021
Q4 | $6.76M | Hold |
15
| – | – | 0.55% | 51 |
|
|
2021
Q3 | $6.17M | Hold |
15
| – | – | 0.55% | 53 |
|
|
2021
Q2 | $6.28M | Hold |
15
| – | – | 0.56% | 51 |
|
|
2021
Q1 | $5.79M | Hold |
15
| – | – | 0.56% | 51 |
|
|
2020
Q4 | $5.22M | Buy |
+15
| New | +$5.22M | 0.52% | 48 |
|