Forvis Mazars Wealth Advisors’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 | $1.46M | Hold |
2
| – | – | 0.03% | 179 |
|
|
2025
Q1 | $1.6M | Buy |
2
+1
| +100% | +$798K | 0.04% | 171 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.02% | 264 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.02% | 268 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.02% | 261 |
|
|
2024
Q1 | $634K | Buy |
+1
| New | +$634K | 0.02% | 258 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$531K | – | 386 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.02% | 265 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.02% | 288 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.02% | 277 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.02% | 270 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.02% | 281 |
|
|
2022
Q2 | $409K | Buy |
+1
| New | +$409K | 0.02% | 279 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$451K | – | 298 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.02% | 188 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.02% | 197 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.02% | 189 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.02% | 200 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.02% | 270 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.02% | 248 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.02% | 261 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.02% | 235 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.02% | 229 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.03% | 217 |
|
|
2019
Q2 | $318K | Buy |
+1
| New | +$318K | 0.03% | 215 |
|