CreativeOne 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 | $2.92M | Hold |
4
| – | – | 0.08% | 247 |
|
|
2025
Q1 | $3.19M | Hold |
4
| – | – | 0.1% | 206 |
|
|
2024
Q4 | $2.72M | Buy |
4
+1
| +33% | +$681K | 0.08% | 221 |
|
|
2024
Q3 | $2.07M | Buy |
+3
| New | +$2.07M | 0.07% | 256 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$543K | – | 876 |
|
|
2023
Q4 | $543K | Buy |
+1
| New | +$543K | 0.03% | 353 |
|