Beacon Pointe Advisors’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 | $7.04M | Buy |
10
+1
| +11% | +$704K | 0.07% | 239 |
|
|
2025
Q1 | $6.92M | Buy |
9
+7
| +350% | +$5.38M | 0.08% | 229 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.02% | 560 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.02% | 553 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.01% | 585 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.01% | 614 |
|
|
2023
Q4 | $1.09M | Buy |
2
+1
| +100% | +$543K | 0.01% | 635 |
|
|
2023
Q3 | $531K | Sell |
1
-3
| -75% | -$1.59M | 0.01% | 841 |
|
|
2023
Q2 | $2.59M | Sell |
4
-1
| -20% | -$647K | 0.04% | 325 |
|
|
2023
Q1 | $2.79M | Hold |
5
| – | – | 0.05% | 323 |
|
|
2022
Q4 | $2.81M | Hold |
5
| – | – | 0.05% | 292 |
|
|
2022
Q3 | $2.44M | Sell |
5
-2
| -29% | -$975K | 0.05% | 280 |
|
|
2022
Q2 | $3.27M | Sell |
7
-1
| -13% | -$467K | 0.07% | 244 |
|
|
2022
Q1 | $4.23M | Buy |
8
+3
| +60% | +$1.59M | 0.06% | 280 |
|
|
2021
Q4 | $2.55M | Sell |
5
-1
| -17% | -$511K | 0.07% | 221 |
|
|
2021
Q3 | $2.33M | Buy |
6
+4
| +200% | +$1.55M | 0.06% | 265 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.03% | 372 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.05% | 235 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.05% | 237 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.06% | 203 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.05% | 223 |
|
|
2020
Q1 | $544K | Buy |
+2
| New | +$544K | 0.09% | 169 |
|