Diversified Trust’s Berkshire Hathaway Class A BRK.A Stock Holding History

Diversified Trust’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Hold	2	–	–	0.03%	296
2025 Q1	$1.6M	Hold	2	–	–	0.04%	247
2024 Q4	$1.36M	Hold	2	–	–	0.03%	299
2024 Q3	$1.38M	Hold	2	–	–	0.03%	290
2024 Q2	$1.22M	Hold	2	–	–	0.03%	283
2024 Q1	$1.27M	Hold	2	–	–	0.04%	271
2023 Q4	$1.09M	Hold	2	–	–	0.04%	271
2023 Q3	$1.06M	Hold	2	–	–	0.04%	251
2023 Q2	$1.04M	Hold	2	–	–	0.04%	266
2023 Q1	$931K	Hold	2	–	–	0.04%	284
2022 Q4	$937K	Hold	2	–	–	0.04%	251
2022 Q3	$813K	Hold	2	–	–	0.04%	248
2022 Q2	$818K	Buy	2 +1	+100%	+$409K	0.03%	262
2022 Q1	$529K	Hold	1	–	–	0.02%	428
2021 Q4	$451K	Hold	1	–	–	0.01%	491
2021 Q3	$411K	Hold	1	–	–	0.01%	463
2021 Q2	$419K	Hold	1	–	–	0.02%	454
2021 Q1	$386K	Hold	1	–	–	0.01%	461
2020 Q4	$348K	Buy	+1	New	+$348K	0.01%	460
2020 Q1	–	Sell	-1	Closed	-$340K	–	428
2019 Q4	$340K	Hold	1	–	–	0.02%	313
2019 Q3	$312K	Hold	1	–	–	0.01%	264
2019 Q2	$318K	Sell	1 -1	-50%	-$318K	0.02%	276
2019 Q1	$602K	Hold	2	–	–	0.03%	170
2018 Q4	$612K	Hold	2	–	–	0.03%	162
2018 Q3	$640K	Hold	2	–	–	0.03%	153
2018 Q2	$564K	Hold	2	–	–	0.04%	150
2018 Q1	$598K	Hold	2	–	–	0.04%	142
2017 Q4	$595K	Hold	2	–	–	0.04%	144
2017 Q3	$549K	Sell	2 -1	-33%	-$275K	0.04%	147
2017 Q2	$764K	Hold	3	–	–	0.06%	129
2017 Q1	$750K	Buy	3 +1	+50%	+$250K	0.06%	122
2016 Q4	$488K	Hold	2	–	–	0.04%	147
2016 Q3	$432K	Hold	2	–	–	0.05%	177
2016 Q2	$434K	Hold	2	–	–	0.05%	260
2016 Q1	$427K	Hold	2	–	–	0.05%	258
2015 Q4	$396K	Hold	2	–	–	0.04%	285
2015 Q3	$390K	Hold	2	–	–	0.04%	302
2015 Q2	$410K	Buy	2 +1	+100%	+$205K	0.04%	326
2015 Q1	$218K	Hold	1	–	–	0.02%	467
2014 Q4	$226K	Buy	+1	New	+$226K	0.02%	457
2013 Q4	$712K	Hold	4	–	–	0.07%	253
2013 Q3	$682K	Buy	4 +1	+33%	+$171K	0.07%	263
2013 Q2	$506K	Buy	+3	New	+$506K	0.06%	301