Center for Financial Planning’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 | $13.8M | Hold |
19
| – | – | 1.59% | 8 |
|
|
2025
Q1 | $15.2M | Hold |
19
| – | – | 1.94% | 8 |
|
|
2024
Q4 | $12.9M | Hold |
19
| – | – | 1.73% | 8 |
|
|
2024
Q3 | $13.1M | Hold |
19
| – | – | 1.78% | 8 |
|
|
2024
Q2 | $11.6M | Hold |
19
| – | – | 1.68% | 9 |
|
|
2024
Q1 | $12.1M | Hold |
19
| – | – | 1.8% | 9 |
|
|
2023
Q4 | $10.3M | Hold |
19
| – | – | 1.89% | 8 |
|
|
2023
Q3 | $10.1M | Hold |
19
| – | – | 2.18% | 7 |
|
|
2023
Q2 | $9.84M | Hold |
19
| – | – | 2.07% | 8 |
|
|
2023
Q1 | $8.85M | Hold |
19
| – | – | 2.04% | 7 |
|
|
2022
Q4 | $8.91M | Hold |
19
| – | – | 2.16% | 6 |
|
|
2022
Q3 | $7.72M | Hold |
19
| – | – | 2.06% | 7 |
|
|
2022
Q2 | $7.77M | Hold |
19
| – | – | 1.97% | 8 |
|
|
2022
Q1 | $10M | Hold |
19
| – | – | 2.06% | 6 |
|
|
2021
Q4 | $8.56M | Hold |
19
| – | – | 1.75% | 7 |
|
|
2021
Q3 | $7.82M | Hold |
19
| – | – | 1.9% | 7 |
|
|
2021
Q2 | $7.95M | Hold |
19
| – | – | 1.96% | 7 |
|
|
2021
Q1 | $7.33M | Hold |
19
| – | – | 1.91% | 7 |
|
|
2020
Q4 | $6.61M | Hold |
19
| – | – | 1.87% | 7 |
|
|
2020
Q3 | $6.08M | Hold |
19
| – | – | 1.96% | 7 |
|
|
2020
Q2 | $5.08M | Hold |
19
| – | – | 1.77% | 8 |
|
|
2020
Q1 | $5.17M | Hold |
19
| – | – | 1.75% | 7 |
|
|
2019
Q4 | $6.45M | Buy |
+19
| New | +$6.45M | 1.62% | 7 |
|