Dakota Wealth Management’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
$729K Hold
1
0.02% 444
2025
Q1
$798K Hold
1
0.02% 417
2024
Q4
$681K Hold
1
0.02% 439
2024
Q3
$691K Hold
1
0.02% 438
2024
Q2
$612K Hold
1
0.01% 471
2024
Q1
$634K Hold
1
0.02% 463
2023
Q4
$543K Hold
1
0.02% 404
2023
Q3
$531K Buy
+1
New +$531K 0.02% 392