Jeppson Wealth Management’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 | $729K | Hold |
1
| – | – | 0.25% | 89 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.29% | 86 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.25% | 92 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.25% | 96 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.23% | 96 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.25% | 97 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.22% | 101 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.24% | 102 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.23% | 108 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.2% | 114 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.2% | 113 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.18% | 114 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.18% | 111 |
|
|
2022
Q1 | $528K | Hold |
1
| – | – | 0.25% | 92 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.22% | 94 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.21% | 95 |
|
|
2021
Q2 | $418K | Hold |
1
| – | – | 0.23% | 95 |
|
|
2021
Q1 | $385K | Hold |
1
| – | – | 0.23% | 95 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.23% | 93 |
|
|
2020
Q3 | $320K | Buy |
+1
| New | +$320K | 0.25% | 90 |
|