Great Valley Advisor Group’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 | – | Sell |
-1
| Closed | -$798K | – | 895 |
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.02% | 495 |
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.02% | 514 |
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.02% | 492 |
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.02% | 488 |
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.02% | 444 |
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.02% | 437 |
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.02% | 424 |
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.02% | 435 |
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.02% | 449 |
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.02% | 458 |
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.02% | 466 |
|
2022
Q2 | $409K | Buy |
+1
| New | +$409K | 0.02% | 473 |
|