Concord Wealth 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 | $729K | Hold |
1
| – | – | 0.11% | 137 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.13% | 129 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.11% | 123 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.12% | 117 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.11% | 125 |
|
|
2024
Q1 | $634K | Sell |
1
-1
| -50% | -$634K | 0.11% | 127 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.22% | 88 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.23% | 77 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.22% | 68 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.26% | 50 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.28% | 49 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.26% | 59 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.22% | 64 |
|
|
2022
Q1 | $1.06M | Buy |
+2
| New | +$1.06M | 0.27% | 47 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | -$386K | – | 1046 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.13% | 80 |
|
|
2020
Q4 | $348K | Buy |
+1
| New | +$348K | 0.27% | 49 |
|