BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.05% | 163 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.05% | 176 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.05% | 170 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.05% | 182 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.05% | 189 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.06% | 179 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.05% | 198 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.05% | 196 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.05% | 191 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.05% | 187 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.05% | 180 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.05% | 187 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.05% | 198 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.06% | 183 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.06% | 183 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.06% | 169 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.06% | 169 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.06% | 164 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.07% | 145 |
|
|
2018
Q3 | $320K | Sell |
1
-100
| -99% | -$32M | 0.07% | 152 |
|
|
2018
Q2 | $564K | Buy |
101
+100
| +10,000% | +$558K | 0.13% | 118 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.08% | 147 |
|
|
2017
Q4 | $298K | Buy |
+1
| New | +$298K | 0.07% | 159 |
|