Dynamic Advisor Solutions’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
3
| – | – | 0.07% | 289 |
|
|
2025
Q1 | $2.4M | Buy |
3
+1
| +50% | +$798K | 0.08% | 245 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.06% | 264 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.04% | 377 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.04% | 405 |
|
|
2024
Q1 | $1.27M | Sell |
2
-3
| -60% | -$1.9M | 0.04% | 388 |
|
|
2023
Q4 | $2.77M | Buy |
+5
| New | +$2.77M | 0.1% | 241 |
|
|
2014
Q4 | – | Sell |
-1
| Closed | -$207K | – | 196 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.11% | 178 |
|
|
2014
Q2 | – | Sell |
-2
| Closed | -$370K | – | 202 |
|
|
2014
Q1 | $370K | Hold |
2
| – | – | 0.25% | 134 |
|
|
2013
Q4 | $356K | Buy |
+2
| New | +$356K | 0.26% | 131 |
|