Cyndeo Wealth Partners’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
$2.19M Hold
3
0.13% 156
2025
Q1
$2.4M Hold
3
0.16% 147
2024
Q4
$2.04M Hold
3
0.14% 158
2024
Q3
$2.07M Hold
3
0.14% 162
2024
Q2
$1.84M Hold
3
0.14% 164
2024
Q1
$1.9M Hold
3
0.16% 155
2023
Q4
$1.63M Hold
3
0.15% 158
2023
Q3
$1.59M Hold
3
0.17% 142
2023
Q2
$1.55M Hold
3
0.16% 145
2023
Q1
$1.4M Hold
3
0.15% 153
2022
Q4
$1.41M Buy
+3
New +$1.41M 0.17% 145