Bragg 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 | $5.1M | Hold |
7
| – | – | 0.18% | 136 |
|
|
2025
Q1 | $5.59M | Hold |
7
| – | – | 0.23% | 125 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 0.19% | 131 |
|
|
2024
Q3 | $4.84M | Hold |
7
| – | – | 0.2% | 132 |
|
|
2024
Q2 | $4.29M | Hold |
7
| – | – | 0.19% | 132 |
|
|
2024
Q1 | $4.44M | Hold |
7
| – | – | 0.2% | 129 |
|
|
2023
Q4 | $3.8M | Hold |
7
| – | – | 0.18% | 135 |
|
|
2023
Q3 | $3.72M | Hold |
7
| – | – | 0.2% | 128 |
|
|
2023
Q2 | $3.62M | Hold |
7
| – | – | 0.2% | 129 |
|
|
2023
Q1 | $3.26M | Sell |
7
-1
| -13% | -$466K | 0.19% | 133 |
|
|
2022
Q4 | $3.75M | Hold |
8
| – | – | 0.23% | 129 |
|
|
2022
Q3 | $3.25M | Hold |
8
| – | – | 0.22% | 129 |
|
|
2022
Q2 | $3.27M | Hold |
8
| – | – | 0.22% | 129 |
|
|
2022
Q1 | $4.23M | Hold |
8
| – | – | 0.25% | 124 |
|
|
2021
Q4 | $3.29M | Hold |
8
| – | – | 0.21% | 127 |
|
|
2021
Q3 | $3.29M | Hold |
8
| – | – | 0.21% | 127 |
|
|
2021
Q2 | $3.35M | Buy |
8
+3
| +60% | +$1.26M | 0.21% | 126 |
|
|
2021
Q1 | $1.93M | Sell |
5
-3
| -38% | -$1.16M | 0.13% | 148 |
|
|
2020
Q4 | $2.78M | Hold |
8
| – | – | 0.24% | 118 |
|
|
2020
Q3 | $2.56M | Hold |
8
| – | – | 0.26% | 112 |
|
|
2020
Q2 | $2.14M | Hold |
8
| – | – | 0.24% | 115 |
|
|
2020
Q1 | $2.18M | Hold |
8
| – | – | 0.29% | 109 |
|
|
2019
Q4 | $2.72M | Sell |
8
-1
| -11% | -$340K | 0.3% | 111 |
|
|
2019
Q3 | $2.81M | Hold |
9
| – | – | 0.34% | 101 |
|
|
2019
Q2 | $2.87M | Hold |
9
| – | – | 0.35% | 97 |
|
|
2019
Q1 | $2.71M | Hold |
9
| – | – | 0.35% | 100 |
|
|
2018
Q4 | $2.75M | Hold |
9
| – | – | 0.41% | 86 |
|
|
2018
Q3 | $2.88M | Hold |
9
| – | – | 0.39% | 93 |
|
|
2018
Q2 | $2.54M | Hold |
9
| – | – | 0.36% | 103 |
|
|
2018
Q1 | $2.69M | Hold |
9
| – | – | 0.39% | 99 |
|
|
2017
Q4 | $2.68M | Hold |
9
| – | – | 0.38% | 97 |
|
|
2017
Q3 | $2.47M | Hold |
9
| – | – | 0.38% | 102 |
|
|
2017
Q2 | $2.29M | Sell |
9
-1
| -10% | -$255K | 0.36% | 110 |
|
|
2017
Q1 | $2.5M | Hold |
10
| – | – | 0.4% | 102 |
|
|
2016
Q4 | $2.44M | Hold |
10
| – | – | 0.4% | 101 |
|
|
2016
Q3 | $2.16M | Hold |
10
| – | – | 0.39% | 103 |
|
|
2016
Q2 | $2.17M | Hold |
10
| – | – | 0.39% | 106 |
|
|
2016
Q1 | $2.13M | Hold |
10
| – | – | 0.41% | 103 |
|
|
2015
Q4 | $1.98M | Sell |
10
-1
| -9% | -$198K | 0.42% | 93 |
|
|
2015
Q3 | $2.15M | Hold |
11
| – | – | 0.51% | 72 |
|
|
2015
Q2 | $2.25M | Hold |
11
| – | – | 0.52% | 74 |
|
|
2015
Q1 | $2.39M | Buy |
11
+2
| +22% | +$435K | 0.55% | 71 |
|
|
2014
Q4 | $2.03M | Hold |
9
| – | – | 0.49% | 83 |
|
|
2014
Q3 | $1.86M | Hold |
9
| – | – | 0.47% | 82 |
|
|
2014
Q2 | $1.71M | Hold |
9
| – | – | 0.41% | 94 |
|
|
2014
Q1 | $1.69M | Hold |
9
| – | – | 0.41% | 91 |
|
|
2013
Q4 | $1.6M | Hold |
9
| – | – | 0.39% | 98 |
|
|
2013
Q3 | $1.54M | Hold |
9
| – | – | 0.4% | 95 |
|
|
2013
Q2 | $1.52M | Buy |
+9
| New | +$1.52M | 0.42% | 95 |
|