BigSur 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Sell |
38
-5
| -12% | -$3.64M | 6.99% | 2 |
|
|
2025
Q1 | $34.3M | Buy |
43
+15
| +54% | +$12M | 9.3% | 1 |
|
|
2024
Q4 | $19.1M | Sell |
28
-4
| -13% | -$2.72M | 5.45% | 2 |
|
|
2024
Q3 | $22.1M | Hold |
32
| – | – | 6.09% | 2 |
|
|
2024
Q2 | $19.6M | Sell |
32
-9
| -22% | -$5.51M | 6% | 2 |
|
|
2024
Q1 | $26M | Buy |
41
+10
| +32% | +$6.34M | 8.15% | 2 |
|
|
2023
Q4 | $16.8M | Buy |
31
+2
| +7% | +$1.09M | 8.01% | 2 |
|
|
2023
Q3 | $15.4M | Hold |
29
| – | – | 7.77% | 2 |
|
|
2023
Q2 | $15M | Sell |
29
-3
| -9% | -$1.55M | 7.18% | 2 |
|
|
2023
Q1 | $14.9M | Sell |
32
-4
| -11% | -$1.86M | 6.99% | 2 |
|
|
2022
Q4 | $16.9M | Buy |
36
+5
| +16% | +$2.34M | 8.13% | 2 |
|
|
2022
Q3 | $12.6M | Hold |
31
| – | – | 6.37% | 2 |
|
|
2022
Q2 | $12.7M | Hold |
31
| – | – | 5.97% | 2 |
|
|
2022
Q1 | $16.4M | Sell |
31
-2
| -6% | -$1.06M | 6.39% | 2 |
|
|
2021
Q4 | $14.9M | Hold |
33
| – | – | 5.82% | 2 |
|
|
2021
Q3 | $13.6M | Hold |
33
| – | – | 6.1% | 2 |
|
|
2021
Q2 | $13.8M | Hold |
33
| – | – | 6.23% | 2 |
|
|
2021
Q1 | $12.7M | Hold |
33
| – | – | 6.53% | 2 |
|
|
2020
Q4 | $11.5M | Hold |
33
| – | – | 6.48% | 2 |
|
|
2020
Q3 | $10.6M | Buy |
33
+1
| +3% | +$320K | 6.73% | 2 |
|
|
2020
Q2 | $8.55M | Sell |
32
-6
| -16% | -$1.6M | 6.12% | 2 |
|
|
2020
Q1 | $10.3M | Buy |
38
+13
| +52% | +$3.54M | 7.75% | 2 |
|
|
2019
Q4 | $8.49M | Hold |
25
| – | – | 4.8% | 2 |
|
|
2019
Q3 | $7.8M | Hold |
25
| – | – | 5.25% | 2 |
|
|
2019
Q2 | $8.05M | Sell |
25
-5
| -17% | -$1.61M | 5.61% | 2 |
|
|
2019
Q1 | $9.04M | Buy |
30
+2
| +7% | +$602K | 5.93% | 2 |
|
|
2018
Q4 | $8.57M | Buy |
28
+2
| +8% | +$612K | 6.09% | 2 |
|
|
2018
Q3 | $8.32M | Buy |
26
+1
| +4% | +$320K | 5.21% | 2 |
|
|
2018
Q2 | $7.05M | Hold |
25
| – | – | 5.14% | 2 |
|
|
2018
Q1 | $7.48M | Hold |
25
| – | – | 5.33% | 2 |
|
|
2017
Q4 | $7.44M | Sell |
25
-1
| -4% | -$298K | 7.4% | 2 |
|
|
2017
Q3 | $7.14M | Hold |
26
| – | – | 7.18% | 2 |
|
|
2017
Q2 | $6.94M | Hold |
26
| – | – | 7.04% | 2 |
|
|
2017
Q1 | $6.4M | Buy |
26
+3
| +13% | +$738K | 6.92% | 2 |
|
|
2016
Q4 | $5.62M | Buy |
+23
| New | +$5.62M | 7.51% | 2 |
|