Integrated Wealth Concepts’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 | $5.83M | Hold |
8
| – | – | 0.06% | 301 |
|
|
2025
Q1 | $6.39M | Buy |
8
+7
| +700% | +$5.59M | 0.07% | 263 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.01% | 987 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.01% | 950 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.01% | 969 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.01% | 942 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.01% | 966 |
|
|
2023
Q3 | $531K | Sell |
1
-1
| -50% | -$531K | 0.01% | 961 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.02% | 663 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.02% | 645 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.03% | 490 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.03% | 465 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.03% | 464 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.03% | 379 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.03% | 461 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.03% | 449 |
|
|
2021
Q2 | $837K | Buy |
2
+1
| +100% | +$419K | 0.03% | 401 |
|
|
2021
Q1 | $386K | Buy |
+1
| New | +$386K | 0.02% | 532 |
|