Jackson Grant Investment Advisers’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
| – | – | 0.54% | 37 |
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.62% | 30 |
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.52% | 36 |
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.52% | 33 |
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.49% | 35 |
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.52% | 34 |
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.48% | 35 |
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.51% | 36 |
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.48% | 37 |
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.44% | 40 |
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.45% | 40 |
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.43% | 41 |
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.41% | 43 |
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.45% | 39 |
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.46% | 32 |
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.37% | 40 |
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.37% | 43 |
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.35% | 44 |
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.36% | 43 |
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.38% | 42 |
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.34% | 46 |
|
2020
Q1 | $544K | Hold |
2
| – | – | 0.4% | 41 |
|
2019
Q4 | $679K | Hold |
2
| – | – | 0.37% | 41 |
|
2019
Q3 | $624K | Hold |
2
| – | – | 0.35% | 44 |
|
2019
Q2 | $637K | Hold |
2
| – | – | 0.37% | 42 |
|
2019
Q1 | $602K | Buy |
2
+1
| +100% | +$301K | 0.36% | 44 |
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.22% | 61 |
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.2% | 63 |
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.19% | 64 |
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.21% | 60 |
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.2% | 63 |
|
2017
Q3 | $275K | Buy |
+1
| New | +$275K | 0.2% | 60 |
|
2016
Q4 | – | Sell |
-1
| Closed | -$216K | – | 174 |
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.18% | 59 |
|
2016
Q2 | $217K | Buy |
+1
| New | +$217K | 0.19% | 51 |
|