Clearstead Advisors’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	$14.6M	Hold	20	–	–	0.2%	103
2025 Q1	$16M	Buy	20 +15	+300%	+$12M	0.25%	90
2024 Q4	$3.4M	Buy	5 +1	+25%	+$681K	0.05%	223
2024 Q3	$2.76M	Hold	4	–	–	0.04%	252
2024 Q2	$2.45M	Buy	4 +2	+100%	+$1.22M	0.04%	249
2024 Q1	$1.24M	Hold	2	–	–	0.06%	200
2023 Q4	$1.09M	Sell	2 -4	-67%	-$2.17M	0.06%	216
2023 Q3	$3.19M	Buy	6 +4	+200%	+$2.13M	0.09%	157
2023 Q2	$1.04M	Hold	2	–	–	0.06%	198
2023 Q1	$931K	Hold	2	–	–	0.07%	180
2022 Q4	$937K	Hold	2	–	–	0.07%	176
2022 Q3	$813K	Sell	2 -2	-50%	-$813K	0.07%	171
2022 Q2	$1.64M	Hold	4	–	–	0.13%	132
2022 Q1	$2.12M	Hold	4	–	–	0.14%	122
2021 Q4	$1.8M	Hold	4	–	–	0.12%	134
2021 Q3	$1.65M	Hold	4	–	–	0.12%	129
2021 Q2	$1.67M	Hold	4	–	–	0.13%	124
2021 Q1	$1.54M	Hold	4	–	–	0.13%	125
2020 Q4	$1.39M	Hold	4	–	–	0.13%	127
2020 Q3	$1.28M	Hold	4	–	–	0.14%	118
2020 Q2	$1.07M	Hold	4	–	–	0.12%	128
2020 Q1	$1.09M	Hold	4	–	–	0.16%	107
2019 Q4	$1.36M	Hold	4	–	–	0.16%	106
2019 Q3	$1.25M	Hold	4	–	–	0.17%	103
2019 Q2	$1.27M	Hold	4	–	–	0.17%	104
2019 Q1	$1.21M	Hold	4	–	–	0.17%	101
2018 Q4	$1.22M	Hold	4	–	–	0.19%	91
2018 Q3	$1.28M	Hold	4	–	–	0.18%	95
2018 Q2	$1.13M	Hold	4	–	–	0.16%	98
2018 Q1	$1.2M	Hold	4	–	–	0.17%	95
2017 Q4	$1.19M	Hold	4	–	–	0.16%	93
2017 Q3	$1.1M	Hold	4	–	–	0.14%	114
2017 Q2	$1.02M	Hold	4	–	–	0.15%	103
2017 Q1	$999K	Hold	4	–	–	0.15%	101
2016 Q4	$976K	Buy	+4	New	+$976K	0.16%	93