CX Institutional’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 | $1.46M | Buy |
+2
| New | +$1.46M | 0.05% | 221 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$681K | – | 1203 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.03% | 303 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.03% | 332 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.03% | 348 |
|
|
2024
Q1 | $634K | Buy |
+1
| New | +$634K | 0.03% | 338 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$1.55M | – | 488 |
|
|
2023
Q2 | $1.55M | Hold |
3
| – | – | 0.08% | 233 |
|
|
2023
Q1 | $1.41M | Hold |
3
| – | – | 0.07% | 249 |
|
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 0.09% | 231 |
|
|
2022
Q3 | $1.22M | Buy |
3
+1
| +50% | +$406K | 0.08% | 232 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.06% | 257 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.08% | 213 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.07% | 209 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.07% | 222 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.07% | 210 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.07% | 211 |
|
|
2020
Q4 | $696K | Buy |
+2
| New | +$696K | 0.07% | 220 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | -$535K | – | 876 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.07% | 189 |
|
|
2020
Q1 | $544K | Hold |
2
| – | – | 0.09% | 169 |
|
|
2019
Q4 | $679K | Hold |
2
| – | – | 0.12% | 132 |
|
|
2019
Q3 | $624K | Buy |
+2
| New | +$624K | 0.1% | 155 |
|