Beverly Hills Private Wealth’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 | $2.19M | Hold |
3
| – | – | 0.41% | 66 |
|
|
2025
Q1 | $2.4M | Hold |
3
| – | – | 0.47% | 57 |
|
|
2024
Q4 | $2.04M | Sell |
3
-1
| -25% | -$681K | 0.41% | 69 |
|
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 0.56% | 44 |
|
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 0.53% | 47 |
|
|
2024
Q1 | $2.54M | Buy |
4
+1
| +33% | +$634K | 0.59% | 44 |
|
|
2023
Q4 | $1.63M | Sell |
3
-5
| -63% | -$2.71M | 0.43% | 73 |
|
|
2023
Q3 | $4.25M | Hold |
8
| – | – | 1.26% | 16 |
|
|
2023
Q2 | $4.27M | Hold |
8
| – | – | 0.7% | 43 |
|
|
2023
Q1 | $3.72M | Buy |
8
+6
| +300% | +$2.79M | 1.15% | 15 |
|
|
2022
Q4 | $937K | Buy |
+2
| New | +$937K | 0.41% | 70 |
|