Beacon Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.03% | 148 |
|
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.04% | 139 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$1.59M | – | 286 |
|
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 0.07% | 138 |
|
|
2021
Q4 | $1.35M | Hold |
3
| – | – | 0.05% | 150 |
|
|
2021
Q3 | $1.23M | Hold |
3
| – | – | 0.05% | 153 |
|
|
2021
Q2 | $1.26M | Hold |
3
| – | – | 0.05% | 155 |
|
|
2021
Q1 | $1.16M | Hold |
3
| – | – | 0.05% | 151 |
|
|
2020
Q4 | $1.04M | Sell |
3
-6
| -67% | -$2.09M | 0.05% | 148 |
|
|
2020
Q3 | $2.88M | Hold |
9
| – | – | 0.15% | 106 |
|
|
2020
Q2 | $2.41M | Hold |
9
| – | – | 0.14% | 113 |
|
|
2020
Q1 | $2.45M | Hold |
9
| – | – | 0.17% | 95 |
|
|
2019
Q4 | $3.06M | Buy |
9
+6
| +200% | +$2.04M | 0.16% | 111 |
|
|
2019
Q3 | $935K | Hold |
3
| – | – | 0.09% | 117 |
|
|
2019
Q2 | $955K | Hold |
3
| – | – | 0.1% | 109 |
|
|
2019
Q1 | $904K | Hold |
3
| – | – | 0.1% | 116 |
|
|
2018
Q4 | $918K | Hold |
3
| – | – | 0.1% | 116 |
|
|
2018
Q3 | $960K | Hold |
3
| – | – | 0.09% | 118 |
|
|
2018
Q2 | $846K | Hold |
3
| – | – | 0.09% | 125 |
|
|
2018
Q1 | $897K | Sell |
3
-1
| -25% | -$299K | 0.09% | 121 |
|
|
2017
Q4 | $1.19M | Sell |
4
-107
| -96% | -$31.8M | 0.13% | 108 |
|
|
2017
Q3 | $3.3M | Buy |
111
+107
| +2,675% | +$3.18M | 0.28% | 90 |
|
|
2017
Q2 | $1.02M | Hold |
4
| – | – | 0.18% | 19 |
|
|
2017
Q1 | $999K | Sell |
4
-1
| -20% | -$250K | 0.19% | 17 |
|
|
2016
Q4 | $1.22M | Buy |
5
+4
| +400% | +$977K | 0.24% | 11 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.05% | 67 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.05% | 64 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.05% | 58 |
|