FineMark National Bank & Trust’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 | $24.8M | Hold |
34
| – | – | 0.84% | 23 |
|
|
2025
Q1 | $27.1M | Hold |
34
| – | – | 0.99% | 19 |
|
|
2024
Q4 | $23.2M | Hold |
34
| – | – | 0.81% | 26 |
|
|
2024
Q3 | $23.5M | Buy |
34
+3
| +10% | +$2.07M | 0.82% | 25 |
|
|
2024
Q2 | $19M | Sell |
31
-7
| -18% | -$4.29M | 0.7% | 30 |
|
|
2024
Q1 | $24.1M | Hold |
38
| – | – | 0.9% | 23 |
|
|
2023
Q4 | $20.6M | Hold |
38
| – | – | 0.84% | 22 |
|
|
2023
Q3 | $20.2M | Hold |
38
| – | – | 0.88% | 21 |
|
|
2023
Q2 | $19.7M | Sell |
38
-2
| -5% | -$1.04M | 0.81% | 22 |
|
|
2023
Q1 | $18.6M | Hold |
40
| – | – | 0.8% | 22 |
|
|
2022
Q4 | $18.7M | Buy |
40
+29
| +264% | +$13.6M | 0.84% | 24 |
|
|
2022
Q3 | $4.47M | Hold |
11
| – | – | 0.21% | 106 |
|
|
2022
Q2 | $4.5M | Hold |
11
| – | – | 0.2% | 106 |
|
|
2022
Q1 | $5.82M | Hold |
11
| – | – | 0.23% | 100 |
|
|
2021
Q4 | $4.96M | Buy |
11
+2
| +22% | +$901K | 0.19% | 107 |
|
|
2021
Q3 | $3.7M | Hold |
9
| – | – | 0.16% | 120 |
|
|
2021
Q2 | $3.77M | Hold |
9
| – | – | 0.15% | 117 |
|
|
2021
Q1 | $3.47M | Buy |
9
+1
| +13% | +$386K | 0.15% | 115 |
|
|
2020
Q4 | $2.78M | Hold |
8
| – | – | 0.12% | 120 |
|
|
2020
Q3 | $2.56M | Hold |
8
| – | – | 0.12% | 111 |
|
|
2020
Q2 | $2.14M | Buy |
8
+1
| +14% | +$267K | 0.12% | 119 |
|
|
2020
Q1 | $1.9M | Hold |
7
| – | – | 0.12% | 118 |
|
|
2019
Q4 | $2.38M | Hold |
7
| – | – | 0.12% | 113 |
|
|
2019
Q3 | $2.18M | Hold |
7
| – | – | 0.12% | 117 |
|
|
2019
Q2 | $2.23M | Hold |
7
| – | – | 0.12% | 113 |
|
|
2019
Q1 | $2.11M | Hold |
7
| – | – | 0.12% | 112 |
|
|
2018
Q4 | $2.14M | Hold |
7
| – | – | 0.15% | 109 |
|
|
2018
Q3 | $2.24M | Sell |
7
-7
| -50% | -$2.24M | 0.14% | 110 |
|
|
2018
Q2 | $3.95M | Hold |
14
| – | – | 0.24% | 92 |
|
|
2018
Q1 | $4.19M | Hold |
14
| – | – | 0.27% | 88 |
|
|
2017
Q4 | $4.17M | Hold |
14
| – | – | 0.26% | 88 |
|
|
2017
Q3 | $3.85M | Buy |
14
+2
| +17% | +$549K | 0.26% | 90 |
|
|
2017
Q2 | $3.06M | Hold |
12
| – | – | 0.22% | 97 |
|
|
2017
Q1 | $3M | Hold |
12
| – | – | 0.22% | 101 |
|
|
2016
Q4 | $2.93M | Buy |
12
+3
| +33% | +$732K | 0.23% | 97 |
|
|
2016
Q3 | $1.95M | Hold |
9
| – | – | 0.21% | 114 |
|
|
2016
Q2 | $1.95M | Hold |
9
| – | – | 0.22% | 101 |
|
|
2016
Q1 | $1.92M | Hold |
9
| – | – | 0.23% | 103 |
|
|
2015
Q4 | $1.78M | Hold |
9
| – | – | 0.21% | 112 |
|
|
2015
Q3 | $1.76M | Sell |
9
-2
| -18% | -$390K | 0.24% | 101 |
|
|
2015
Q2 | $2.25M | Hold |
11
| – | – | 0.29% | 90 |
|
|
2015
Q1 | $2.39M | Sell |
11
-693
| -98% | -$151M | 0.33% | 84 |
|
|
2014
Q4 | $2.49M | Hold |
704
| – | – | 0.37% | 77 |
|
|
2014
Q3 | $2.28M | Buy |
704
+2
| +0.3% | +$6.47K | 0.36% | 73 |
|
|
2014
Q2 | $1.71M | Buy |
702
+700
| +35,000% | +$1.7M | 0.29% | 93 |
|
|
2014
Q1 | $375K | Hold |
2
| – | – | 0.07% | 215 |
|
|
2013
Q4 | $356K | Hold |
2
| – | – | 0.07% | 225 |
|
|
2013
Q3 | $341K | Hold |
2
| – | – | 0.08% | 210 |
|
|
2013
Q2 | $337K | Buy |
+2
| New | +$337K | 0.1% | 177 |
|