Beaumont Financial 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 | $729K | Hold |
1
| – | – | 0.05% | 185 |
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.06% | 169 |
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.05% | 183 |
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.05% | 177 |
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.05% | 194 |
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.05% | 182 |
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.05% | 186 |
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.05% | 171 |
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.05% | 187 |
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.05% | 178 |
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.05% | 183 |
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.04% | 194 |
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.04% | 198 |
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.04% | 199 |
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.03% | 229 |
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.03% | 229 |
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.03% | 244 |
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.03% | 230 |
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.03% | 243 |
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.03% | 253 |
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.03% | 238 |
|
2020
Q1 | $272K | Sell |
1
-1
| -50% | -$272K | 0.03% | 199 |
|
2019
Q4 | $679K | Buy |
2
+1
| +100% | +$340K | 0.07% | 156 |
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.03% | 211 |
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.03% | 187 |
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.03% | 187 |
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.05% | 153 |
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.03% | 179 |
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.03% | 168 |
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.03% | 170 |
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.03% | 152 |
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.03% | 153 |
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.03% | 159 |
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.03% | 159 |
|
2016
Q4 | $244K | Hold |
1
| – | – | 0.04% | 137 |
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.03% | 134 |
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.04% | 130 |
|
2016
Q1 | $217K | Buy |
+1
| New | +$217K | 0.04% | 122 |
|
2015
Q4 | – | Sell |
-1
| Closed | -$205K | – | 127 |
|
2015
Q3 | $205K | Hold |
1
| – | – | 0.03% | 127 |
|
2015
Q2 | $205K | Buy |
+1
| New | +$205K | 0.03% | 127 |
|