Helios Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | -$2.76M | – | 48 |
|
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 1.7% | 18 |
|
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 1.6% | 17 |
|
|
2024
Q1 | $2.54M | Hold |
4
| – | – | 1.78% | 15 |
|
|
2023
Q4 | $2.17M | Buy |
+4
| New | +$2.17M | 1.72% | 16 |
|
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 3.12% | 9 |
|
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 3.08% | 11 |
|
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 4.47% | 7 |
|
|
2021
Q4 | $1.8M | Buy |
+4
| New | +$1.8M | 1.63% | 18 |
|