J.W. Coons 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 | $1.46M | Hold |
2
| – | – | 0.33% | 76 |
|
|
2025
Q1 | $1.6M | Buy |
+2
| New | +$1.6M | 0.42% | 63 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$1.38M | – | 232 |
|
|
2024
Q3 | $1.38M | Hold |
200
| – | – | 0.35% | 73 |
|
|
2024
Q2 | $1.22M | Hold |
200
| – | – | 0.3% | 73 |
|
|
2024
Q1 | $1.27M | Hold |
200
| – | – | 0.29% | 71 |
|
|
2023
Q4 | $1.09M | Hold |
200
| – | – | 0.29% | 84 |
|
|
2023
Q3 | $1.06M | Buy |
+200
| New | +$1.06M | 0.31% | 82 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$818K | – | 212 |
|
|
2022
Q2 | $818K | Sell |
2
-150
| -99% | -$61.4M | 0.29% | 87 |
|
|
2022
Q1 | $1.1M | Buy |
152
+150
| +7,500% | +$1.09M | 0.33% | 78 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.27% | 97 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.28% | 93 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.3% | 89 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.28% | 95 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.27% | 102 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.27% | 105 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.24% | 110 |
|
|
2020
Q1 | $544K | Buy |
+2
| New | +$544K | 0.29% | 98 |
|