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IEQ Capital’s Berkshire Hathaway Class A BRK.A Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26.2M Hold
36
0.16% 85
2025
Q1
$28.7M Hold
36
0.23% 63
2024
Q4
$24.5M Hold
36
0.24% 57
2024
Q3
$24.9M Sell
36
-2
-5% -$1.38M 0.31% 48
2024
Q2
$23.3M Sell
38
-2
-5% -$1.22M 0.31% 47
2024
Q1
$25.4M Hold
40
0.36% 45
2023
Q4
$21.7M Hold
40
0.36% 46
2023
Q3
$21.3M Buy
40
+6
+18% +$3.19M 0.43% 43
2023
Q2
$17.6M Buy
34
+3
+10% +$1.55M 0.36% 52
2023
Q1
$14.4M Hold
31
0.33% 53
2022
Q4
$14.5M Hold
31
0.41% 44
2022
Q3
$12.6M Hold
31
0.35% 45
2022
Q2
$12.7M Buy
31
+1
+3% +$409K 0.38% 47
2022
Q1
$15.9M Hold
30
0.38% 46
2021
Q4
$13.5M Buy
30
+1
+3% +$451K 0.31% 53
2021
Q3
$11.9M Buy
29
+2
+7% +$823K 0.32% 50
2021
Q2
$11.3M Hold
27
0.33% 46
2021
Q1
$10.4M Buy
+27
New +$10.4M 0.43% 40
2020
Q4
Sell
-28
Closed -$8.96M 243
2020
Q3
$8.96M Buy
28
+1
+4% +$320K 0.48% 39
2020
Q2
$7.22M Buy
+27
New +$7.22M 0.47% 40
2020
Q1
Sell
-10
Closed -$3.4M 381
2019
Q4
$3.4M Buy
+10
New +$3.4M 0.3% 57