Greenleaf Trust’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 | $13.1M | Hold |
18
| – | – | 0.12% | 56 |
|
2025
Q1 | $14.4M | Hold |
18
| – | – | 0.13% | 50 |
|
2024
Q4 | $12.3M | Hold |
18
| – | – | 0.11% | 59 |
|
2024
Q3 | $12.4M | Hold |
18
| – | – | 0.11% | 61 |
|
2024
Q2 | $11M | Hold |
18
| – | – | 0.1% | 62 |
|
2024
Q1 | $11.4M | Hold |
18
| – | – | 0.11% | 60 |
|
2023
Q4 | $9.77M | Hold |
18
| – | – | 0.1% | 65 |
|
2023
Q3 | $9.57M | Buy |
18
+3
| +20% | +$1.59M | 0.11% | 58 |
|
2023
Q2 | $7.77M | Hold |
15
| – | – | 0.08% | 72 |
|
2023
Q1 | $6.98M | Sell |
15
-2
| -12% | -$931K | 0.08% | 74 |
|
2022
Q4 | $7.97M | Buy |
17
+2
| +13% | +$937K | 0.1% | 67 |
|
2022
Q3 | $6.1M | Buy |
15
+9
| +150% | +$3.66M | 0.09% | 71 |
|
2022
Q2 | $2.45M | Hold |
6
| – | – | 0.04% | 113 |
|
2022
Q1 | $3.17M | Hold |
6
| – | – | 0.04% | 95 |
|
2021
Q4 | $2.7M | Buy |
+6
| New | +$2.7M | 0.03% | 103 |
|
2019
Q4 | – | Sell |
-1
| Closed | -$312K | – | 555 |
|
2019
Q3 | $312K | Hold |
1
| – | – | ﹤0.01% | 398 |
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.01% | 389 |
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.01% | 378 |
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.01% | 358 |
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.01% | 376 |
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.01% | 392 |
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.01% | 339 |
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.01% | 335 |
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.01% | 332 |
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.01% | 304 |
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.01% | 255 |
|
2016
Q4 | $244K | Hold |
1
| – | – | 0.01% | 206 |
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.01% | 192 |
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.01% | 166 |
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.01% | 157 |
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 182 |
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.01% | 153 |
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.01% | 147 |
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.01% | 145 |
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.01% | 147 |
|