Destiny 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 | $10.9M | Hold |
15
| – | – | 1.47% | 21 |
|
|
2025
Q1 | $12M | Buy |
15
+13
| +650% | +$10.4M | 1.9% | 12 |
|
|
2024
Q4 | $1.36M | Buy |
+2
| New | +$1.36M | 0.22% | 73 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$2.66M | – | 160 |
|
|
2023
Q3 | $2.66M | Sell |
5
-11
| -69% | -$5.85M | 0.54% | 54 |
|
|
2023
Q2 | $8.44M | Hold |
16
| – | – | 1.62% | 19 |
|
|
2023
Q1 | $7.45M | Hold |
16
| – | – | 1.54% | 22 |
|
|
2022
Q4 | $7.5M | Hold |
16
| – | – | 1.62% | 20 |
|
|
2022
Q3 | $6.5M | Hold |
16
| – | – | 1.46% | 25 |
|
|
2022
Q2 | $6.54M | Hold |
16
| – | – | 1.44% | 25 |
|
|
2022
Q1 | $8.46M | Hold |
16
| – | – | 1.65% | 21 |
|
|
2021
Q4 | $7.21M | Hold |
16
| – | – | 1.39% | 26 |
|
|
2021
Q3 | $6.58M | Hold |
16
| – | – | 1.32% | 26 |
|
|
2021
Q2 | $6.7M | Buy |
16
+1
| +7% | +$419K | 1.28% | 26 |
|
|
2021
Q1 | $5.79M | Sell |
15
-1
| -6% | -$386K | 1.21% | 28 |
|
|
2020
Q4 | $5.57M | Buy |
+16
| New | +$5.57M | 1.16% | 25 |
|