HB Wealth Management’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 | $21.1M | Sell |
29
-5
| -15% | -$3.64M | 0.17% | 74 |
|
|
2025
Q1 | $27.1M | Buy |
34
+8
| +31% | +$6.39M | 0.23% | 62 |
|
|
2024
Q4 | $17.7M | Hold |
26
| – | – | 0.18% | 59 |
|
|
2024
Q3 | $18M | Buy |
26
+1
| +4% | +$691K | 0.19% | 57 |
|
|
2024
Q2 | $15.3M | Sell |
25
-1
| -4% | -$612K | 0.18% | 62 |
|
|
2024
Q1 | $16.5M | Hold |
26
| – | – | 0.21% | 56 |
|
|
2023
Q4 | $14.1M | Hold |
26
| – | – | 0.2% | 58 |
|
|
2023
Q3 | $13.8M | Hold |
26
| – | – | 0.22% | 51 |
|
|
2023
Q2 | $13.5M | Sell |
26
-2
| -7% | -$1.04M | 0.21% | 53 |
|
|
2023
Q1 | $13M | Buy |
28
+1
| +4% | +$466K | 0.23% | 50 |
|
|
2022
Q4 | $12.7M | Buy |
27
+2
| +8% | +$937K | 0.23% | 52 |
|
|
2022
Q3 | $10.2M | Sell |
25
-1
| -4% | -$406K | 0.22% | 53 |
|
|
2022
Q2 | $10.6M | Buy |
26
+1
| +4% | +$409K | 0.22% | 47 |
|
|
2022
Q1 | $13.2M | Hold |
25
| – | – | 0.25% | 39 |
|
|
2021
Q4 | $11.3M | Buy |
+25
| New | +$11.3M | 0.23% | 40 |
|