Financial Counselors Inc’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 | – | Sell |
-17
| Closed | -$13.6M | – | 72 |
|
|
2025
Q1 | $13.6M | Hold |
17
| – | – | 0.21% | 120 |
|
|
2024
Q4 | $11.6M | Hold |
17
| – | – | 0.17% | 131 |
|
|
2024
Q3 | $11.8M | Hold |
17
| – | – | 0.17% | 135 |
|
|
2024
Q2 | $10.4M | Buy |
17
+7
| +70% | +$4.29M | 0.17% | 136 |
|
|
2024
Q1 | $6.34M | Hold |
10
| – | – | 0.11% | 171 |
|
|
2023
Q4 | $5.43M | Sell |
10
-2
| -17% | -$1.09M | 0.1% | 178 |
|
|
2023
Q3 | $6.38M | Hold |
12
| – | – | 0.13% | 163 |
|
|
2023
Q2 | $6.21M | Hold |
12
| – | – | 0.13% | 161 |
|
|
2023
Q1 | $5.59M | Hold |
12
| – | – | 0.12% | 160 |
|
|
2022
Q4 | $5.63M | Hold |
12
| – | – | 0.13% | 161 |
|
|
2022
Q3 | $4.88M | Hold |
12
| – | – | 0.12% | 160 |
|
|
2022
Q2 | $4.91M | Sell |
12
-1
| -8% | -$409K | 0.11% | 168 |
|
|
2022
Q1 | $6.88M | Hold |
13
| – | – | 0.14% | 151 |
|
|
2021
Q4 | $5.86M | Hold |
13
| – | – | 0.12% | 169 |
|
|
2021
Q3 | $5.35M | Hold |
13
| – | – | 0.11% | 174 |
|
|
2021
Q2 | $5.44M | Hold |
13
| – | – | 0.12% | 175 |
|
|
2021
Q1 | $5.01M | Sell |
13
-2
| -13% | -$771K | 0.12% | 169 |
|
|
2020
Q4 | $5.22M | Buy |
15
+1
| +7% | +$348K | 0.13% | 166 |
|
|
2020
Q3 | $4.48M | Hold |
14
| – | – | 0.13% | 159 |
|
|
2020
Q2 | $3.74M | Hold |
14
| – | – | 0.12% | 173 |
|
|
2020
Q1 | $3.81M | Sell |
14
-1
| -7% | -$272K | 0.17% | 141 |
|
|
2019
Q4 | $5.09M | Hold |
15
| – | – | 0.18% | 144 |
|
|
2019
Q3 | $4.68M | Buy |
15
+1
| +7% | +$312K | 0.18% | 145 |
|
|
2019
Q2 | $4.46M | Sell |
14
-1
| -7% | -$318K | 0.18% | 146 |
|
|
2019
Q1 | $4.52M | Hold |
15
| – | – | 0.19% | 142 |
|
|
2018
Q4 | $4.59M | Hold |
15
| – | – | 0.23% | 132 |
|
|
2018
Q3 | $4.8M | Sell |
15
-1
| -6% | -$320K | 0.21% | 139 |
|
|
2018
Q2 | $4.51M | Sell |
16
-2
| -11% | -$564K | 0.21% | 147 |
|
|
2018
Q1 | $5.38M | Hold |
18
| – | – | 0.26% | 131 |
|
|
2017
Q4 | $5.36M | Hold |
18
| – | – | 0.25% | 138 |
|
|
2017
Q3 | $4.95M | Sell |
18
-1
| -5% | -$275K | 0.24% | 136 |
|
|
2017
Q2 | $4.84M | Hold |
19
| – | – | 0.24% | 133 |
|
|
2017
Q1 | $4.75M | Sell |
19
-1
| -5% | -$250K | 0.24% | 136 |
|
|
2016
Q4 | $4.88M | Buy |
+20
| New | +$4.88M | 0.26% | 132 |
|
|
2016
Q2 | $3.04M | Sell |
14
-2
| -13% | -$434K | 0.18% | 161 |
|
|
2016
Q1 | $3.42M | Buy |
16
+6
| +60% | +$1.28M | 0.21% | 158 |
|
|
2015
Q4 | $1.98M | Hold |
10
| – | – | 0.13% | 187 |
|
|
2015
Q3 | $1.95M | Buy |
10
+2
| +25% | +$390K | 0.13% | 184 |
|
|
2015
Q2 | $1.64M | Hold |
8
| – | – | 0.1% | 213 |
|
|
2015
Q1 | $1.74M | Hold |
8
| – | – | 0.11% | 209 |
|
|
2014
Q4 | $1.81M | Hold |
8
| – | – | 0.11% | 209 |
|
|
2014
Q3 | $1.66M | Hold |
8
| – | – | 0.12% | 206 |
|
|
2014
Q2 | $1.52M | Buy |
8
+2
| +33% | +$380K | 0.11% | 209 |
|
|
2014
Q1 | $1.12M | Sell |
6
-2
| -25% | -$375K | 0.08% | 249 |
|
|
2013
Q4 | $1.42M | Buy |
8
+4
| +100% | +$712K | 0.11% | 196 |
|
|
2013
Q3 | $682K | Hold |
4
| – | – | 0.06% | 266 |
|
|
2013
Q2 | $674K | Buy |
+4
| New | +$674K | 0.06% | 251 |
|