Icon Wealth 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 | $2.19M | Buy |
3
+2
| +200% | +$1.46M | 0.16% | 106 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.07% | 166 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.06% | 178 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.06% | 178 |
|
|
2024
Q2 | $659K | Hold |
1
| – | – | 0.06% | 174 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.06% | 179 |
|
|
2023
Q4 | $543K | Buy |
+1
| New | +$543K | 0.06% | 177 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.05% | 198 |
|
|
2022
Q3 | $406K | Buy |
+1
| New | +$406K | 0.05% | 199 |
|