Clifford Swan Investment Counsel’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 | $12.4M | Hold |
17
| – | – | 0.44% | 72 |
|
2025
Q1 | $13.6M | Buy |
17
+8
| +89% | +$6.39M | 0.5% | 62 |
|
2024
Q4 | $6.13M | Hold |
9
| – | – | 0.22% | 98 |
|
2024
Q3 | $6.22M | Hold |
9
| – | – | 0.22% | 100 |
|
2024
Q2 | $5.51M | Hold |
9
| – | – | 0.21% | 104 |
|
2024
Q1 | $5.71M | Hold |
9
| – | – | 0.21% | 101 |
|
2023
Q4 | $4.88M | Hold |
9
| – | – | 0.19% | 108 |
|
2023
Q3 | $4.78M | Hold |
9
| – | – | 0.2% | 106 |
|
2023
Q2 | $4.66M | Hold |
9
| – | – | 0.19% | 111 |
|
2023
Q1 | $4.19M | Hold |
9
| – | – | 0.18% | 114 |
|
2022
Q4 | $4.22M | Hold |
9
| – | – | 0.18% | 114 |
|
2022
Q3 | $3.66M | Hold |
9
| – | – | 0.17% | 112 |
|
2022
Q2 | $3.68M | Sell |
9
-1
| -10% | -$409K | 0.16% | 116 |
|
2022
Q1 | $5.29M | Hold |
10
| – | – | 0.2% | 110 |
|
2021
Q4 | $4.51M | Hold |
10
| – | – | 0.16% | 117 |
|
2021
Q3 | $4.31M | Hold |
10
| – | – | 0.16% | 120 |
|
2021
Q2 | $4.2M | Hold |
10
| – | – | 0.16% | 114 |
|
2021
Q1 | $3.86M | Sell |
10
-7
| -41% | -$2.7M | 0.16% | 113 |
|
2020
Q4 | $5.91M | Hold |
17
| – | – | 0.26% | 94 |
|
2020
Q3 | $5.44M | Hold |
17
| – | – | 0.26% | 94 |
|
2020
Q2 | $4.54M | Hold |
17
| – | – | 0.23% | 100 |
|
2020
Q1 | $4.62M | Hold |
17
| – | – | 0.28% | 95 |
|
2019
Q4 | $5.77M | Hold |
17
| – | – | 0.28% | 95 |
|
2019
Q3 | $5.3M | Hold |
17
| – | – | 0.28% | 96 |
|
2019
Q2 | $5.41M | Sell |
17
-1
| -6% | -$318K | 0.28% | 92 |
|
2019
Q1 | $5.42M | Sell |
18
-2
| -10% | -$602K | 0.29% | 92 |
|
2018
Q4 | $6.12M | Hold |
20
| – | – | 0.37% | 85 |
|
2018
Q3 | $6.4M | Hold |
20
| – | – | 0.33% | 88 |
|
2018
Q2 | $5.64M | Hold |
20
| – | – | 0.32% | 88 |
|
2018
Q1 | $5.98M | Hold |
20
| – | – | 0.34% | 87 |
|
2017
Q4 | $5.95M | Buy |
20
+1
| +5% | +$298K | 0.32% | 88 |
|
2017
Q3 | $5.22M | Hold |
19
| – | – | 0.32% | 90 |
|
2017
Q2 | $4.84M | Hold |
19
| – | – | 0.3% | 91 |
|
2017
Q1 | $4.75M | Hold |
19
| – | – | 0.3% | 87 |
|
2016
Q4 | $4.64M | Hold |
19
| – | – | 0.31% | 83 |
|
2016
Q3 | $4.11M | Buy |
19
+3
| +19% | +$649K | 0.28% | 87 |
|
2016
Q2 | $3.47M | Hold |
16
| – | – | 0.24% | 91 |
|
2016
Q1 | $3.42M | Sell |
16
-4
| -20% | -$854K | 0.23% | 93 |
|
2015
Q4 | $3.96M | Hold |
20
| – | – | 0.27% | 84 |
|
2015
Q3 | $3.91M | Hold |
20
| – | – | 0.28% | 81 |
|
2015
Q2 | $4.1M | Hold |
20
| – | – | 0.28% | 81 |
|
2015
Q1 | $4.35M | Hold |
20
| – | – | 0.29% | 81 |
|
2014
Q4 | $4.52M | Hold |
20
| – | – | 0.3% | 77 |
|
2014
Q3 | $4.14M | Hold |
20
| – | – | 0.28% | 80 |
|
2014
Q2 | $3.8M | Hold |
20
| – | – | 0.26% | 87 |
|
2014
Q1 | $3.75M | Hold |
20
| – | – | 0.26% | 86 |
|
2013
Q4 | $3.56M | Hold |
20
| – | – | 0.26% | 86 |
|
2013
Q3 | $3.41M | Hold |
20
| – | – | 0.27% | 84 |
|
2013
Q2 | $3.37M | Buy |
+20
| New | +$3.37M | 0.28% | 82 |
|