Gradient Investments’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	$729K	Hold	1	–	–	0.01%	259
2025 Q1	$798K	Buy	+1	New	+$798K	0.02%	207
2023 Q3	–	Sell	-3	Closed	-$1.55M	–	1819
2023 Q2	$1.55M	Hold	3	–	–	0.04%	163
2023 Q1	$1.4M	Hold	3	–	–	0.04%	167
2022 Q4	$1.41M	Hold	3	–	–	0.04%	172
2022 Q3	$1.22M	Hold	3	–	–	0.04%	171
2022 Q2	$1.23M	Hold	3	–	–	0.04%	171
2022 Q1	$1.59M	Hold	3	–	–	0.04%	165
2021 Q4	$1.35M	Hold	3	–	–	0.03%	166
2021 Q3	$1.23M	Hold	3	–	–	0.03%	169
2021 Q2	$1.26M	Hold	3	–	–	0.04%	171
2021 Q1	$1.16M	Hold	3	–	–	0.04%	175
2020 Q4	$960K	Hold	3	–	–	0.04%	158
2020 Q3	$960K	Buy	3 +2	+200%	+$640K	0.04%	159
2020 Q2	$267K	Sell	1 -1	-50%	-$267K	0.01%	225
2020 Q1	$544K	Hold	2	–	–	0.03%	193
2019 Q4	$679K	Buy	2 +1	+100%	+$340K	0.03%	205
2019 Q3	$312K	Hold	1	–	–	0.02%	236
2019 Q2	$318K	Hold	1	–	–	0.02%	236
2019 Q1	$301K	Hold	1	–	–	0.02%	216
2018 Q4	$306K	Hold	1	–	–	0.02%	202
2018 Q3	$320K	Hold	1	–	–	0.02%	218
2018 Q2	$282K	Hold	1	–	–	0.02%	218
2018 Q1	$299K	Hold	1	–	–	0.02%	215
2017 Q4	$298K	Hold	1	–	–	0.02%	227
2017 Q3	$275K	Hold	1	–	–	0.02%	214
2017 Q2	$255K	Hold	1	–	–	0.02%	208
2017 Q1	$250K	Hold	1	–	–	0.02%	211
2016 Q4	$244K	Hold	1	–	–	0.02%	176
2016 Q3	$216K	Hold	1	–	–	0.02%	178
2016 Q2	$217K	Hold	1	–	–	0.02%	175
2016 Q1	$213K	Hold	1	–	–	0.03%	171
2015 Q4	$198K	Hold	1	–	–	0.03%	171
2015 Q3	$195K	Hold	1	–	–	0.03%	170
2015 Q2	$205K	Hold	1	–	–	0.03%	169
2015 Q1	$218K	Hold	1	–	–	0.03%	162
2014 Q4	$226K	Hold	1	–	–	0.04%	157
2014 Q3	$207K	Buy	+1	New	+$207K	0.04%	155