CIBC Private Wealth Group’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.7M | Sell |
75
-27
| -26% | -$19.7M | 0.1% | 185 |
|
|
2025
Q1 | $75.4M | Buy |
102
+53
| +108% | +$39.2M | 0.16% | 134 |
|
|
2024
Q4 | $33.2M | Buy |
49
+1
| +2% | +$678K | 0.06% | 219 |
|
|
2024
Q3 | $33.2M | Buy |
48
+23
| +92% | +$15.9M | 0.06% | 226 |
|
|
2024
Q2 | $15.4M | Hold |
25
| – | – | 0.03% | 277 |
|
|
2024
Q1 | $15.9M | Hold |
25
| – | – | 0.03% | 281 |
|
|
2023
Q4 | $13.6M | Hold |
25
| – | – | 0.03% | 290 |
|
|
2023
Q3 | $13.3M | Buy |
25
+23
| +1,150% | +$12.2M | 0.03% | 290 |
|
|
2023
Q2 | $1.04M | Sell |
2
-1
| -33% | -$518K | ﹤0.01% | 594 |
|
|
2023
Q1 | $1.4M | Buy |
+3
| New | +$1.4M | ﹤0.01% | 561 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | -$1.22M | – | 868 |
|
|
2022
Q3 | $1.22M | Hold |
3
| – | – | ﹤0.01% | 554 |
|
|
2022
Q2 | $1.23M | Hold |
3
| – | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $1.59M | Hold |
3
| – | – | ﹤0.01% | 566 |
|
|
2021
Q4 | $1.35M | Hold |
3
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $1.23M | Hold |
3
| – | – | ﹤0.01% | 583 |
|
|
2021
Q2 | $1.26M | Hold |
3
| – | – | ﹤0.01% | 616 |
|
|
2021
Q1 | $1.16M | Hold |
3
| – | – | ﹤0.01% | 637 |
|
|
2020
Q4 | $1.04M | Hold |
3
| – | – | ﹤0.01% | 629 |
|
|
2020
Q3 | $960K | Buy |
+3
| New | +$960K | ﹤0.01% | 558 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$816K | – | 621 |
|
|
2020
Q1 | $816K | Hold |
3
| – | – | ﹤0.01% | 540 |
|
|
2019
Q4 | $1.02M | Hold |
3
| – | – | ﹤0.01% | 581 |
|
|
2019
Q3 | $935K | Hold |
3
| – | – | ﹤0.01% | 583 |
|
|
2019
Q2 | $955K | Hold |
3
| – | – | ﹤0.01% | 591 |
|
|
2019
Q1 | $904K | Hold |
3
| – | – | ﹤0.01% | 610 |
|
|
2018
Q4 | $918K | Hold |
3
| – | – | ﹤0.01% | 580 |
|
|
2018
Q3 | $960K | Sell |
3
-1
| -25% | -$320K | ﹤0.01% | 667 |
|
|
2018
Q2 | $1.13M | Hold |
4
| – | – | ﹤0.01% | 625 |
|
|
2018
Q1 | $1.2M | Hold |
4
| – | – | 0.01% | 613 |
|
|
2017
Q4 | $1.19M | Hold |
4
| – | – | 0.01% | 624 |
|
|
2017
Q3 | $1.1M | Buy |
+4
| New | +$1.1M | 0.01% | 618 |
|