Excalibur 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
| – | – | 0.27% | 90 |
|
|
2025
Q1 | $798K | Sell |
1
-1
| -50% | -$798K | 0.31% | 82 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.54% | 54 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.53% | 54 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.5% | 55 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.54% | 49 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.51% | 52 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.55% | 50 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.53% | 52 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.48% | 60 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.49% | 56 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.46% | 59 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.43% | 64 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.46% | 64 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.36% | 74 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.36% | 72 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.38% | 66 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.38% | 67 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.37% | 66 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.39% | 62 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.36% | 60 |
|
|
2020
Q1 | $544K | Hold |
2
| – | – | 0.42% | 52 |
|
|
2019
Q4 | $679K | Buy |
2
+1
| +100% | +$340K | 0.44% | 48 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.28% | 52 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.29% | 52 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.28% | 52 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.31% | 50 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.27% | 51 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.22% | 63 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.24% | 62 |
|
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.25% | 61 |
|
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.23% | 64 |
|
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.23% | 62 |
|
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.22% | 62 |
|
|
2016
Q4 | $244K | Hold |
1
| – | – | 0.22% | 58 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.21% | 62 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.19% | 66 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.19% | 68 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 64 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.19% | 62 |
|
|
2015
Q1 | $217K | Hold |
1
| – | – | 0.21% | 52 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.23% | 51 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.21% | 55 |
|