Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.06% | 167 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.05% | 187 |
|
|
2023
Q1 | $466K | Buy |
+1
| New | +$466K | 0.05% | 197 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.05% | 204 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.05% | 200 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.05% | 220 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.04% | 239 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.04% | 244 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.05% | 239 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.06% | 214 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.06% | 189 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.06% | 206 |
|
|
2020
Q1 | $272K | Buy |
+1
| New | +$272K | 0.11% | 111 |
|