HBK Sorce Advisory’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
0.02% 278
2025
Q1
$798K Buy
+1
New +$798K 0.02% 246
2020
Q2
Sell
-1
Closed -$272K 440
2020
Q1
$272K Buy
+1
New +$272K 0.03% 309