Concurrent Investment Advisors’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 | $16.8M | Hold |
23
| – | – | 0.32% | 64 |
|
|
2025
Q1 | $18.4M | Buy |
23
+3
| +15% | +$2.4M | 0.45% | 46 |
|
|
2024
Q4 | $13.6M | Hold |
20
| – | – | 0.37% | 57 |
|
|
2024
Q3 | $13.8M | Sell |
20
-1
| -5% | -$691K | 0.41% | 53 |
|
|
2024
Q2 | $12.9M | Hold |
21
| – | – | 0.42% | 51 |
|
|
2024
Q1 | $13.3M | Hold |
21
| – | – | 0.54% | 41 |
|
|
2023
Q4 | $11.4M | Buy |
+21
| New | +$11.4M | 0.54% | 43 |
|