Caldwell Trust’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Hold |
8
|
|
||||
|
2025
Q1 | $6.39M | Hold |
8
|
|
||||
|
2024
Q4 | $5.45M | Hold |
8
|
|
||||
|
2024
Q3 | $5.53M | Hold |
8
|
|
||||
|
2024
Q2 | $4.9M | Hold |
8
|
|
||||
|
2024
Q1 | $5.08M | Hold |
8
|
|
||||
|
2023
Q4 | $4.34M | Hold |
8
|
|
||||
|
2023
Q3 | $4.25M | Hold |
8
|
|
||||
|
2023
Q2 | $4.14M | Buy |
8
+3
|
|
||||
|
2023
Q1 | $2.33M | Hold |
5
|
|
||||
|
2022
Q4 | $2.34M | Hold |
5
|
|
||||
|
2022
Q3 | $2.03M | Sell |
5
-1
|
|
||||
|
2022
Q2 | $2.45M | Hold |
6
|
|
||||
|
2022
Q1 | $3.17M | Hold |
6
|
|
||||
|
2021
Q4 | $2.7M | Hold |
6
|
|
||||
|
2021
Q3 | $2.47M | Hold |
6
|
|
||||
|
2021
Q2 | $2.51M | Hold |
6
|
|
||||
|
2021
Q1 | $2.31M | Hold |
6
|
|
||||
|
2020
Q4 | $2.09M | Hold |
6
|
|
||||
|
2020
Q3 | $1.92M | Hold |
6
|
|
||||
|
2020
Q2 | $1.6M | Hold |
6
|
|
||||
|
2020
Q1 | $1.63M | Hold |
6
|
|
||||
|
2019
Q4 | $2.04M | Buy |
+6
|
|