Independent Advisor Alliance’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 | $5.1M | Hold |
7
| – | – | 0.15% | 114 |
|
|
2025
Q1 | $5.59M | Hold |
7
| – | – | 0.18% | 98 |
|
|
2024
Q4 | $4.77M | Sell |
7
-1
| -13% | -$681K | 0.06% | 281 |
|
|
2024
Q3 | $5.53M | Sell |
8
-2
| -20% | -$1.38M | 0.2% | 90 |
|
|
2024
Q2 | $6.12M | Buy |
10
+4
| +67% | +$2.45M | 0.21% | 86 |
|
|
2024
Q1 | $3.81M | Sell |
6
-1
| -14% | -$634K | 0.14% | 131 |
|
|
2023
Q4 | $3.8M | Hold |
7
| – | – | 0.14% | 127 |
|
|
2023
Q3 | $3.72M | Hold |
7
| – | – | 0.17% | 114 |
|
|
2023
Q2 | $3.62M | Buy |
7
+1
| +17% | +$518K | 0.16% | 123 |
|
|
2023
Q1 | $2.79M | Buy |
6
+4
| +200% | +$1.86M | 0.13% | 140 |
|
|
2022
Q4 | $937K | Buy |
+2
| New | +$937K | 0.32% | 47 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | -$409K | – | 628 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.02% | 423 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.03% | 379 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.02% | 419 |
|
|
2021
Q3 | $411K | Buy |
+1
| New | +$411K | 0.02% | 418 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | -$386K | – | 621 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.02% | 426 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.02% | 410 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.02% | 375 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.03% | 381 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.04% | 297 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.01% | 648 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.04% | 331 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.05% | 286 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.04% | 315 |
|
|
2018
Q4 | $306K | Buy |
+1
| New | +$306K | 0.05% | 287 |
|