Heritage Investment 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 | $2.92M | Hold |
4
| – | – | 0.5% | 22 |
|
|
2025
Q1 | $3.19M | Buy |
+4
| New | +$3.19M | 0.6% | 20 |
|
|
2024
Q3 | – | Sell |
-400
| Closed | -$2.45M | – | 103 |
|
|
2024
Q2 | $2.45M | Hold |
400
| – | – | 0.5% | 21 |
|
|
2024
Q1 | $2.54M | Buy |
+400
| New | +$2.54M | 0.52% | 21 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$2.07M | – | 92 |
|
|
2023
Q2 | $2.07M | Hold |
400
| – | – | 0.58% | 18 |
|
|
2023
Q1 | $1.86M | Hold |
400
| – | – | 0.57% | 15 |
|
|
2022
Q4 | $1.88M | Hold |
400
| – | – | 0.59% | 14 |
|
|
2022
Q3 | $1.63M | Hold |
400
| – | – | 1% | 14 |
|
|
2022
Q2 | $1.64M | Hold |
400
| – | – | 0.94% | 14 |
|
|
2022
Q1 | $2.12M | Hold |
400
| – | – | 1.53% | 10 |
|
|
2021
Q4 | $1.8M | Buy |
+400
| New | +$1.8M | 1.42% | 9 |
|