Congress Wealth Management’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 | $9.47M | Buy |
13
+2
| +18% | +$1.46M | 0.09% | 259 |
|
|
2025
Q1 | $8.78M | Buy |
11
+1
| +10% | +$798K | 0.11% | 230 |
|
|
2024
Q4 | $6.81M | Hold |
10
| – | – | 0.09% | 246 |
|
|
2024
Q3 | $6.91M | Buy |
10
+3
| +43% | +$2.07M | 0.09% | 254 |
|
|
2024
Q2 | $4.29M | Buy |
7
+1
| +17% | +$612K | 0.07% | 262 |
|
|
2024
Q1 | $3.81M | Hold |
6
| – | – | 0.07% | 254 |
|
|
2023
Q4 | $3.26M | Hold |
6
| – | – | 0.06% | 264 |
|
|
2023
Q3 | $3.19M | Buy |
6
+1
| +20% | +$531K | 0.07% | 262 |
|
|
2023
Q2 | $2.59M | Hold |
5
| – | – | 0.06% | 239 |
|
|
2023
Q1 | $2.33M | Hold |
5
| – | – | 0.06% | 252 |
|
|
2022
Q4 | $2.34M | Hold |
5
| – | – | 0.06% | 248 |
|
|
2022
Q3 | $2.03M | Hold |
5
| – | – | 0.05% | 271 |
|
|
2022
Q2 | $2.05M | Sell |
5
-1
| -17% | -$409K | 0.05% | 274 |
|
|
2022
Q1 | $3.17M | Hold |
6
| – | – | 0.07% | 262 |
|
|
2021
Q4 | $2.7M | Buy |
+6
| New | +$2.7M | 0.05% | 282 |
|