JFA

JNBA Financial Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Hold	3	–	–	0.21%	59
2025 Q1	$2.4M	Buy	+3	New	+$2.4M	0.25%	52
2022 Q2	–	Sell	-3	Closed	-$1.59M	–	716
2022 Q1	$1.59M	Hold	3	–	–	0.21%	73
2021 Q4	$1.35M	Hold	3	–	–	0.17%	83
2021 Q3	$1.23M	Hold	3	–	–	0.17%	82
2021 Q2	$1.26M	Hold	3	–	–	0.17%	81
2021 Q1	$1.16M	Hold	3	–	–	0.17%	81
2020 Q4	$1.04M	Hold	3	–	–	0.17%	80
2020 Q3	$960K	Hold	3	–	–	0.19%	76
2020 Q2	$802K	Hold	3	–	–	0.17%	82
2020 Q1	$816K	Hold	3	–	–	0.2%	75
2019 Q4	$1.02M	Hold	3	–	–	0.19%	78
2019 Q3	$935K	Hold	3	–	–	0.19%	75
2019 Q2	$955K	Hold	3	–	–	0.19%	72
2019 Q1	$904K	Hold	3	–	–	0.19%	70
2018 Q4	$918K	Buy	+3	New	+$918K	0.21%	61
2018 Q3	–	Sell	-3	Closed	-$846K	–	512
2018 Q2	$846K	Hold	3	–	–	0.18%	66
2018 Q1	$897K	Hold	3	–	–	0.19%	60
2017 Q4	$893K	Hold	3	–	–	0.19%	61
2017 Q3	$824K	Hold	3	–	–	0.18%	56
2017 Q2	$764K	Hold	3	–	–	0.17%	56
2017 Q1	$750K	Hold	3	–	–	0.18%	57
2016 Q4	$732K	Buy	+3	New	+$732K	0.18%	55
2016 Q3	–	Sell	-3	Closed	-$651K	–	1588
2016 Q2	$651K	Buy	3 +2	+200%	+$434K	0.18%	53
2016 Q1	$213K	Hold	1	–	–	0.08%	95
2015 Q4	$198K	Hold	1	–	–	0.08%	100
2015 Q3	$195K	Hold	1	–	–	0.08%	93
2015 Q2	$205K	Hold	1	–	–	0.08%	93
2015 Q1	$218K	Hold	1	–	–	0.08%	92
2014 Q4	$226K	Hold	1	–	–	0.09%	91
2014 Q3	$207K	Hold	1	–	–	0.09%	91
2014 Q2	$190K	Hold	1	–	–	0.09%	93
2014 Q1	$187K	Hold	1	–	–	0.1%	86
2013 Q4	$178K	Hold	1	–	–	0.1%	86
2013 Q3	$170K	Hold	1	–	–	0.11%	88
2013 Q2	$169K	Buy	+1	New	+$169K	0.12%	87