Cerity Partners’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 | $55.4M | Buy |
76
+15
| +25% | +$10.9M | 0.1% | 183 |
|
|
2025
Q1 | $48.7M | Buy |
61
+31
| +103% | +$24.8M | 0.1% | 179 |
|
|
2024
Q4 | $20.5M | Buy |
30
+3
| +11% | +$2.05M | 0.04% | 310 |
|
|
2024
Q3 | $18.7M | Buy |
27
+3
| +13% | +$2.07M | 0.04% | 330 |
|
|
2024
Q2 | $14.7M | Sell |
24
-4
| -14% | -$2.45M | 0.04% | 332 |
|
|
2024
Q1 | $17.7M | Buy |
28
+4
| +17% | +$2.53M | 0.05% | 317 |
|
|
2023
Q4 | $13M | Buy |
24
+5
| +26% | +$2.71M | 0.04% | 322 |
|
|
2023
Q3 | $10.1M | Buy |
19
+3
| +19% | +$1.59M | 0.05% | 292 |
|
|
2023
Q2 | $8.29M | Buy |
16
+4
| +33% | +$2.07M | 0.03% | 380 |
|
|
2023
Q1 | $5.64M | Buy |
12
+2
| +20% | +$940K | 0.01% | 468 |
|
|
2022
Q4 | $4.69M | Buy |
10
+2
| +25% | +$937K | 0.03% | 371 |
|
|
2022
Q3 | $3.25M | Sell |
8
-1
| -11% | -$407K | 0.04% | 302 |
|
|
2022
Q2 | $3.68M | Buy |
9
+1
| +13% | +$409K | 0.04% | 296 |
|
|
2022
Q1 | $1.59M | Hold |
8
| – | – | 0.02% | 367 |
|
|
2021
Q4 | $1.35M | Buy |
8
+5
| +167% | +$846K | 0.02% | 384 |
|
|
2021
Q3 | $1.23M | Sell |
3
-3
| -50% | -$1.23M | 0.03% | 334 |
|
|
2021
Q2 | $2.51M | Hold |
6
| – | – | 0.06% | 233 |
|
|
2021
Q1 | $2.31M | Buy |
6
+2
| +50% | +$771K | 0.06% | 232 |
|
|
2020
Q4 | $1.39M | Hold |
4
| – | – | 0.04% | 259 |
|
|
2020
Q3 | $1.28M | Buy |
4
+1
| +33% | +$320K | 0.05% | 219 |
|
|
2020
Q2 | $802K | Hold |
3
| – | – | 0.04% | 229 |
|
|
2020
Q1 | $816K | Sell |
3
-1
| -25% | -$272K | 0.05% | 234 |
|
|
2019
Q4 | $1.36M | Buy |
4
+1
| +33% | +$340K | 0.07% | 204 |
|
|
2019
Q3 | $935K | Buy |
3
+2
| +200% | +$623K | 0.05% | 256 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.02% | 387 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.02% | 421 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.02% | 398 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.02% | 402 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.02% | 433 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.02% | 434 |
|
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.02% | 447 |
|
|
2017
Q3 | $275K | Sell |
1
-3,475
| -100% | -$956M | 0.02% | 460 |
|
|
2017
Q2 | $1.19M | Buy |
3,476
+3,474
| +173,700% | +$1.19M | 0.1% | 158 |
|
|
2017
Q1 | $500K | Buy |
+2
| New | +$500K | 0.04% | 258 |
|