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 |
|