Creative Planning’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 | $145M | Sell |
199
-2
| -1% | -$1.46M | 0.12% | 76 |
|
|
2025
Q1 | $160M | Buy |
201
+190
| +1,727% | +$152M | 0.15% | 72 |
|
|
2024
Q4 | $7.49M | Buy |
11
+4
| +57% | +$2.72M | 0.01% | 542 |
|
|
2024
Q3 | $4.84M | Buy |
7
+2
| +40% | +$1.38M | ﹤0.01% | 649 |
|
|
2024
Q2 | $3.06M | Hold |
5
| – | – | ﹤0.01% | 813 |
|
|
2024
Q1 | $3.17M | Hold |
5
| – | – | ﹤0.01% | 781 |
|
|
2023
Q4 | $2.44M | Hold |
5
| – | – | ﹤0.01% | 828 |
|
|
2023
Q3 | $2.39M | Sell |
5
-114
| -96% | -$54.5M | ﹤0.01% | 785 |
|
|
2023
Q2 | $61.6M | Hold |
119
| – | – | 0.08% | 103 |
|
|
2023
Q1 | $55.4M | Hold |
119
| – | – | 0.08% | 106 |
|
|
2022
Q4 | $55.7M | Buy |
119
+2
| +2% | +$937K | 0.08% | 106 |
|
|
2022
Q3 | $47.5M | Sell |
117
-47
| -29% | -$19.1M | 0.08% | 101 |
|
|
2022
Q2 | $67M | Sell |
164
-6
| -4% | -$2.45M | 0.11% | 85 |
|
|
2022
Q1 | $89.9M | Buy |
170
+1
| +0.6% | +$529K | 0.14% | 69 |
|
|
2021
Q4 | $76.1M | Buy |
169
+3
| +2% | +$1.35M | 0.12% | 69 |
|
|
2021
Q3 | $68.3M | Buy |
166
+43
| +35% | +$17.7M | 0.12% | 68 |
|
|
2021
Q2 | $51.5M | Sell |
123
-82
| -40% | -$34.3M | 0.09% | 87 |
|
|
2021
Q1 | $79M | Sell |
205
-1
| -0.5% | -$386K | 0.16% | 63 |
|
|
2020
Q4 | $71.6M | Buy |
206
+3
| +1% | +$1.04M | 0.16% | 62 |
|
|
2020
Q3 | $64.9M | Sell |
203
-3
| -1% | -$960K | 0.17% | 59 |
|
|
2020
Q2 | $55M | Sell |
206
-2
| -1% | -$534K | 0.16% | 61 |
|
|
2020
Q1 | $56.6M | Buy |
208
+1
| +0.5% | +$272K | 0.2% | 48 |
|
|
2019
Q4 | $70.3M | Sell |
207
-6
| -3% | -$2.04M | 0.21% | 46 |
|
|
2019
Q3 | $66.4M | Sell |
213
-3
| -1% | -$935K | 0.22% | 44 |
|
|
2019
Q2 | $68.7M | Buy |
216
+6
| +3% | +$1.91M | 0.23% | 46 |
|
|
2019
Q1 | $63.2M | Buy |
210
+1
| +0.5% | +$301K | 0.23% | 45 |
|
|
2018
Q4 | $63.9M | Buy |
209
+3
| +1% | +$918K | 0.26% | 41 |
|
|
2018
Q3 | $65.9M | Sell |
206
-21
| -9% | -$6.72M | 0.24% | 43 |
|
|
2018
Q2 | $64M | Buy |
227
+4
| +2% | +$1.13M | 0.25% | 43 |
|
|
2018
Q1 | $66.7M | Buy |
223
+3
| +1% | +$897K | 0.27% | 41 |
|
|
2017
Q4 | $65.4M | Sell |
220
-23
| -9% | -$6.84M | 0.28% | 40 |
|
|
2017
Q3 | $66.8M | Sell |
243
-19
| -7% | -$5.22M | 0.31% | 38 |
|
|
2017
Q2 | $66.7M | Buy |
262
+3
| +1% | +$764K | 0.34% | 36 |
|
|
2017
Q1 | $64.7M | Buy |
259
+17
| +7% | +$4.25M | 0.35% | 36 |
|
|
2016
Q4 | $59.1M | Buy |
242
+38
| +19% | +$9.28M | 0.36% | 37 |
|
|
2016
Q3 | $44.1M | Buy |
204
+4
| +2% | +$865K | 0.28% | 41 |
|
|
2016
Q2 | $43.4M | Buy |
200
+9
| +5% | +$1.95M | 0.31% | 38 |
|
|
2016
Q1 | $40.8M | Sell |
191
-78
| -29% | -$16.7M | 0.32% | 38 |
|
|
2015
Q4 | $53.2M | Buy |
269
+41
| +18% | +$8.11M | 0.44% | 33 |
|
|
2015
Q3 | $44.5M | Buy |
+228
| New | +$44.5M | 0.39% | 39 |
|
|
2015
Q2 | – | Sell |
-154
| Closed | -$33.5M | – | 1290 |
|
|
2015
Q1 | $33.5M | Buy |
154
+12
| +8% | +$2.61M | 0.31% | 40 |
|
|
2014
Q4 | $32.1M | Buy |
142
+20
| +16% | +$4.52M | 0.33% | 41 |
|
|
2014
Q3 | $25.2M | Buy |
122
+7
| +6% | +$1.45M | 0.29% | 43 |
|
|
2014
Q2 | $21.8M | Buy |
115
+14
| +14% | +$2.66M | 0.28% | 41 |
|
|
2014
Q1 | $18.9M | Sell |
101
-1
| -1% | -$187K | 0.28% | 39 |
|
|
2013
Q4 | $18.1M | Buy |
102
+33
| +48% | +$5.87M | 0.31% | 39 |
|
|
2013
Q3 | $11.8M | Buy |
69
+13
| +23% | +$2.22M | 0.23% | 49 |
|
|
2013
Q2 | $9.44M | Buy |
+56
| New | +$9.44M | 0.22% | 48 |
|