Herold Advisors’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 | $1.46M | Hold |
2
| – | – | 0.31% | 92 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.35% | 84 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.3% | 89 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.3% | 93 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.28% | 106 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.31% | 95 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.3% | 96 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.32% | 90 |
|
|
2023
Q2 | $1.04M | Buy |
2
+1
| +100% | +$518K | 0.32% | 92 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.16% | 147 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.2% | 121 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.2% | 122 |
|
|
2022
Q2 | $408K | Hold |
1
| – | – | 0.18% | 131 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.19% | 121 |
|
|
2021
Q4 | $450K | Hold |
1
| – | – | 0.17% | 138 |
|
|
2021
Q3 | $411K | Buy |
+1
| New | +$411K | 0.16% | 140 |
|