IFP 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 | $729K | Hold |
1
| – | – | 0.02% | 695 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.02% | 607 |
|
|
2024
Q4 | $681K | Buy |
+1
| New | +$681K | 0.02% | 632 |
|
|
2022
Q4 | – | Hold |
0
| – | -$289K | – | 4621 |
|
|
2022
Q3 | – | Hold |
0
| – | -$289K | – | 1214 |
|
|
2022
Q2 | – | Hold |
0
| – | -$289K | – | 1096 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1096 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3469 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3188 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3114 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3036 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2920 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2805 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2809 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2903 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3110 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1.51M | – | 2481 |
|
|
2018
Q4 | $1.51M | Sell |
5
-1
| -17% | -$303K | 0.09% | 240 |
|
|
2018
Q3 | $1.92M | Buy |
6
+1
| +20% | +$320K | 0.08% | 270 |
|
|
2018
Q2 | $1.41M | Sell |
5
-1
| -17% | -$282K | 0.06% | 322 |
|
|
2018
Q1 | $1.79M | Hold |
6
| – | – | 0.08% | 251 |
|
|
2017
Q4 | $1.79M | Sell |
6
-4
| -40% | -$1.19M | 0.08% | 251 |
|
|
2017
Q3 | $2.75M | Sell |
10
-1
| -9% | -$275K | 0.11% | 203 |
|
|
2017
Q2 | $2.8M | Buy |
11
+1
| +10% | +$255K | 0.12% | 194 |
|
|
2017
Q1 | $2.5M | Sell |
10
-1
| -9% | -$250K | 0.11% | 208 |
|
|
2016
Q4 | $2.69M | Sell |
11
-28
| -72% | -$6.83M | 0.13% | 174 |
|
|
2016
Q3 | $8.43M | Hold |
39
| – | – | 0.44% | 38 |
|
|
2016
Q2 | $8.46M | Buy |
+39
| New | +$8.46M | 0.47% | 39 |
|
|
2016
Q1 | – | Sell |
-41
| Closed | -$8.11M | – | 2478 |
|
|
2015
Q4 | $8.11M | Buy |
+41
| New | +$8.11M | 0.54% | 35 |
|