Capital Advisors Inc’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 | $5.83M | Hold |
8
| – | – | 0.1% | 94 |
|
|
2025
Q1 | $6.39M | Buy |
+8
| New | +$6.39M | 0.13% | 93 |
|
|
2016
Q4 | – | Sell |
-8
| Closed | -$1.73M | – | 182 |
|
|
2016
Q3 | $1.73M | Hold |
8
| – | – | 0.26% | 61 |
|
|
2016
Q2 | $1.74M | Hold |
8
| – | – | 0.27% | 64 |
|
|
2016
Q1 | $1.71M | Hold |
8
| – | – | 0.28% | 64 |
|
|
2015
Q4 | $1.58M | Hold |
8
| – | – | 0.28% | 62 |
|
|
2015
Q3 | $1.56M | Hold |
8
| – | – | 0.28% | 64 |
|
|
2015
Q2 | $1.64M | Hold |
8
| – | – | 0.28% | 60 |
|
|
2015
Q1 | $1.74M | Hold |
8
| – | – | 0.21% | 65 |
|
|
2014
Q4 | $1.81M | Buy |
8
+2
| +33% | +$452K | 0.33% | 59 |
|
|
2014
Q3 | $1.24M | Hold |
6
| – | – | 0.25% | 63 |
|
|
2014
Q2 | $1.14M | Hold |
6
| – | – | 0.22% | 66 |
|
|
2014
Q1 | $1.12M | Hold |
6
| – | – | 0.24% | 63 |
|
|
2013
Q4 | $1.07M | Hold |
6
| – | – | 0.23% | 66 |
|
|
2013
Q3 | $1.02M | Hold |
6
| – | – | 0.25% | 64 |
|
|
2013
Q2 | $1.01M | Buy |
+6
| New | +$1.01M | 0.27% | 59 |
|