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