Corient Private Wealth’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 | $230M | Buy |
315
+103
| +49% | +$75.1M | 0.24% | 76 |
|
|
2025
Q1 | $169M | Sell |
212
-8,585
| -98% | -$6.85B | 0.28% | 74 |
|
|
2024
Q4 | $185M | Sell |
8,797
-308
| -3% | -$6.48M | 0.31% | 69 |
|
|
2024
Q3 | $203M | Buy |
9,105
+8,954
| +5,930% | +$200M | 0.32% | 60 |
|
|
2024
Q2 | $92.5M | Sell |
151
-13,399
| -99% | -$8.2B | 0.16% | 139 |
|
|
2024
Q1 | $180M | Buy |
13,550
+9,804
| +262% | +$130M | 0.32% | 64 |
|
|
2023
Q4 | $2.03B | Sell |
3,746
-98
| -3% | -$53.2M | 3.74% | 3 |
|
|
2023
Q3 | $149M | Sell |
3,844
-3
| -0.1% | -$116K | 0.34% | 66 |
|
|
2023
Q2 | $147M | Sell |
3,847
-47
| -1% | -$1.79M | 0.34% | 66 |
|
|
2023
Q1 | $108M | Sell |
3,894
-11,673
| -75% | -$322M | 0.29% | 86 |
|
|
2022
Q4 | $104M | Buy |
+15,567
| New | +$104M | 0.38% | 69 |
|