J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.6M | Sell |
52
-10
| -16% | -$5.31M | 0.08% | 235 |
|
|
2023
Q2 | $32.1M | Sell |
62
-4
| -6% | -$2.07M | 0.17% | 117 |
|
|
2023
Q1 | $30.7M | Buy |
66
+4
| +6% | +$1.86M | 0.07% | 254 |
|
|
2022
Q4 | $29.1M | Buy |
62
+1
| +2% | +$469K | 0.06% | 257 |
|
|
2022
Q3 | $24.8M | Buy |
61
+1
| +2% | +$406K | 0.06% | 255 |
|
|
2022
Q2 | $24.5M | Buy |
60
+6
| +11% | +$2.45M | 0.06% | 262 |
|
|
2022
Q1 | $28.6M | Hold |
54
| – | – | 0.06% | 265 |
|
|
2021
Q4 | $24.3M | Buy |
54
+5
| +10% | +$2.25M | 0.05% | 286 |
|
|
2021
Q3 | $20.2M | Sell |
49
-4
| -8% | -$1.65M | 0.05% | 307 |
|
|
2021
Q2 | $22.2M | Buy |
53
+3
| +6% | +$1.26M | 0.06% | 286 |
|
|
2021
Q1 | $19.3M | Buy |
50
+1
| +2% | +$386K | 0.06% | 269 |
|
|
2020
Q4 | $17M | Sell |
49
-1
| -2% | -$348K | 0.06% | 286 |
|
|
2020
Q3 | $16M | Buy |
50
+1
| +2% | +$320K | 0.06% | 250 |
|
|
2020
Q2 | $13.1M | Sell |
49
-2
| -4% | -$535K | 0.06% | 253 |
|
|
2020
Q1 | $13.9M | Buy |
51
+1
| +2% | +$272K | 0.08% | 213 |
|
|
2019
Q4 | $17M | Buy |
50
+2
| +4% | +$679K | 0.08% | 228 |
|
|
2019
Q3 | $15M | Sell |
48
-13
| -21% | -$4.05M | 0.08% | 225 |
|
|
2019
Q2 | $19.4M | Sell |
61
-31
| -34% | -$9.87M | 0.11% | 185 |
|
|
2019
Q1 | $27.7M | Sell |
92
-17
| -16% | -$5.12M | 0.14% | 154 |
|
|
2018
Q4 | $33.4M | Sell |
109
-593
| -84% | -$181M | 0.2% | 116 |
|
|
2018
Q3 | $130M | Buy |
702
+597
| +569% | +$110M | 0.63% | 32 |
|
|
2018
Q2 | $29.6M | Buy |
105
+22
| +27% | +$6.2M | 0.17% | 139 |
|
|
2018
Q1 | $24.8M | Buy |
83
+2
| +2% | +$598K | 0.17% | 134 |
|
|
2017
Q4 | $24.1M | Sell |
81
-1
| -1% | -$298K | 0.16% | 146 |
|
|
2017
Q3 | $22.5M | Buy |
82
+3
| +4% | +$824K | 0.16% | 146 |
|
|
2017
Q2 | $20.1M | Buy |
79
+4
| +5% | +$1.02M | 0.15% | 148 |
|
|
2017
Q1 | $18.7M | Hold |
75
| – | – | 0.15% | 154 |
|
|
2016
Q4 | $18.3M | Sell |
75
-568
| -88% | -$139M | 0.16% | 137 |
|
|
2016
Q3 | $15.4M | Buy |
643
+276
| +75% | +$6.59M | 0.14% | 153 |
|
|
2016
Q2 | $15.2M | Buy |
367
+331
| +919% | +$13.7M | 0.15% | 143 |
|
|
2016
Q1 | $7.69M | Buy |
36
+14
| +64% | +$2.99M | 0.07% | 205 |
|
|
2015
Q4 | $4.35M | Buy |
22
+2
| +10% | +$396K | 0.04% | 248 |
|
|
2015
Q3 | $3.9M | Sell |
20
-2
| -9% | -$390K | 0.05% | 249 |
|
|
2015
Q2 | $4.51M | Sell |
22
-1
| -4% | -$205K | 0.05% | 253 |
|
|
2015
Q1 | $5M | Buy |
23
+1
| +5% | +$218K | 0.06% | 244 |
|
|
2014
Q4 | $4.97M | Hold |
22
| – | – | 0.06% | 245 |
|
|
2014
Q3 | $4.55M | Buy |
22
+7
| +47% | +$1.45M | 0.06% | 256 |
|
|
2014
Q2 | $2.85M | Sell |
15
-1
| -6% | -$190K | 0.05% | 255 |
|
|
2014
Q1 | $3M | Buy |
16
+1
| +7% | +$187K | 0.05% | 239 |
|
|
2013
Q4 | $2.67M | Hold |
15
| – | – | 0.05% | 226 |
|
|
2013
Q3 | $2.56M | Sell |
15
-3
| -17% | -$511K | 0.06% | 225 |
|
|
2013
Q2 | $3.04M | Buy |
+18
| New | +$3.04M | 0.07% | 205 |
|