Envestnet Asset 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 | $8.02M | Sell |
11
-1
| -8% | -$729K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $9.58M | Buy |
12
+3
| +33% | +$2.4M | ﹤0.01% | 1693 |
|
|
2024
Q4 | $6.13M | Hold |
9
| – | – | ﹤0.01% | 1965 |
|
|
2024
Q3 | $6.22M | Buy |
9
+3
| +50% | +$2.07M | ﹤0.01% | 1953 |
|
|
2024
Q2 | $3.67M | Sell |
6
-7
| -54% | -$4.29M | ﹤0.01% | 2230 |
|
|
2024
Q1 | $8.25M | Sell |
13
-3
| -19% | -$1.9M | ﹤0.01% | 1650 |
|
|
2023
Q4 | $8.68M | Buy |
16
+5
| +45% | +$2.71M | ﹤0.01% | 1534 |
|
|
2023
Q3 | $5.85M | Buy |
11
+2
| +22% | +$1.06M | ﹤0.01% | 1696 |
|
|
2023
Q2 | $4.66M | Sell |
9
-1
| -10% | -$518K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $4.66M | Sell |
10
-2
| -17% | -$931K | ﹤0.01% | 1686 |
|
|
2022
Q4 | $5.62M | Sell |
12
-3
| -20% | -$1.41M | ﹤0.01% | 1529 |
|
|
2022
Q3 | $6.1M | Sell |
15
-12
| -44% | -$4.88M | ﹤0.01% | 1422 |
|
|
2022
Q2 | $11M | Sell |
27
-1
| -4% | -$409K | 0.01% | 1090 |
|
|
2022
Q1 | $14.8M | Sell |
28
-2
| -7% | -$1.06M | 0.01% | 1001 |
|
|
2021
Q4 | $13.5M | Buy |
30
+17
| +131% | +$7.66M | 0.01% | 1030 |
|
|
2021
Q3 | $5.35M | Hold |
13
| – | – | ﹤0.01% | 1502 |
|
|
2021
Q2 | $5.44M | Buy |
13
+4
| +44% | +$1.67M | ﹤0.01% | 1461 |
|
|
2021
Q1 | $3.47M | Buy |
9
+4
| +80% | +$1.54M | ﹤0.01% | 1623 |
|
|
2020
Q4 | $1.74M | Hold |
5
| – | – | ﹤0.01% | 1843 |
|
|
2020
Q3 | $1.6M | Hold |
5
| – | – | ﹤0.01% | 1740 |
|
|
2020
Q2 | $1.34M | Buy |
5
+2
| +67% | +$535K | ﹤0.01% | 1796 |
|
|
2020
Q1 | $816K | Sell |
3
-1
| -25% | -$272K | ﹤0.01% | 1939 |
|
|
2019
Q4 | $1.36M | Buy |
+4
| New | +$1.36M | ﹤0.01% | 1833 |
|
|
2019
Q2 | – | Sell |
-1
| Closed | -$301K | – | 3029 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | ﹤0.01% | 2596 |
|
|
2018
Q4 | $306K | Sell |
1
-6
| -86% | -$1.84M | ﹤0.01% | 2413 |
|
|
2018
Q3 | $2.24M | Buy |
+7
| New | +$2.24M | ﹤0.01% | 587 |
|
|
2016
Q4 | – | Sell |
-11
| Closed | -$2.38M | – | 3110 |
|
|
2016
Q3 | $2.38M | Hold |
11
| – | – | 0.01% | 868 |
|
|
2016
Q2 | $2.39M | Sell |
11
-1
| -8% | -$217K | 0.01% | 940 |
|
|
2016
Q1 | $2.56M | Buy |
+12
| New | +$2.56M | 0.01% | 872 |
|