Clearstead Trust’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 | $1.46M | Hold |
2
| – | – | 0.28% | 57 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.36% | 50 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.29% | 53 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.33% | 48 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.3% | 51 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.33% | 49 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.3% | 55 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.35% | 54 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.33% | 56 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.3% | 64 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.31% | 58 |
|
|
2022
Q3 | $813K | Buy |
+2
| New | +$813K | 0.28% | 59 |
|