Focus Partners Wealth’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 | $64.1M | Sell |
88
-1
| -1% | -$729K | 0.14% | 148 |
|
2025
Q1 | $71.1M | Buy |
89
+56
| +170% | +$44.7M | 0.18% | 123 |
|
2024
Q4 | $22.5M | Sell |
33
-119
| -78% | -$81M | 0.06% | 297 |
|
2024
Q3 | $17.3M | Sell |
152
-270
| -64% | -$30.7M | 0.06% | 307 |
|
2024
Q2 | $258M | Buy |
422
+11
| +3% | +$6.73M | 0.87% | 19 |
|
2024
Q1 | $261M | Buy |
411
+6
| +1% | +$3.81M | 2.12% | 5 |
|
2023
Q4 | $220M | Buy |
+405
| New | +$220M | 2.88% | 4 |
|