Jones Financial Companies’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 | $2.92M | Buy |
4
+1
| +33% | +$730K | ﹤0.01% | 660 |
|
|
2025
Q1 | $2.39M | Hold |
3
| – | – | ﹤0.01% | 613 |
|
|
2024
Q4 | $2.04M | Hold |
3
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $2.07M | Buy |
3
+2
| +200% | +$1.38M | ﹤0.01% | 452 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | ﹤0.01% | 509 |
|
|
2024
Q1 | $634K | Buy |
+1
| New | +$634K | ﹤0.01% | 305 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | -$406K | – | 734 |
|
|
2022
Q3 | $406K | Buy |
+1
| New | +$406K | ﹤0.01% | 200 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | -$1.06M | – | 734 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | ﹤0.01% | 162 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | ﹤0.01% | 159 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | ﹤0.01% | 157 |
|
|
2021
Q2 | $837K | Sell |
2
-3
| -60% | -$1.26M | ﹤0.01% | 155 |
|
|
2021
Q1 | $1.93M | Sell |
5
-3
| -38% | -$1.16M | ﹤0.01% | 135 |
|
|
2020
Q4 | $2.78M | Hold |
8
| – | – | 0.01% | 125 |
|
|
2020
Q3 | $2.56M | Hold |
8
| – | – | 0.01% | 126 |
|
|
2020
Q2 | $2.14M | Hold |
8
| – | – | ﹤0.01% | 126 |
|
|
2020
Q1 | $2.18M | Hold |
8
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $2.72M | Buy |
+8
| New | +$2.72M | 0.01% | 122 |
|
|
2018
Q2 | – | Sell |
-1
| Closed | -$299K | – | 206 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | ﹤0.01% | 189 |
|
|
2017
Q4 | $298K | Hold |
1
| – | – | ﹤0.01% | 199 |
|
|
2017
Q3 | $275K | Hold |
1
| – | – | ﹤0.01% | 190 |
|
|
2017
Q2 | $255K | Hold |
1
| – | – | ﹤0.01% | 202 |
|
|
2017
Q1 | $250K | Hold |
1
| – | – | ﹤0.01% | 204 |
|
|
2016
Q4 | $244K | Hold |
1
| – | – | ﹤0.01% | 214 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | ﹤0.01% | 214 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | ﹤0.01% | 213 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | ﹤0.01% | 211 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 227 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | ﹤0.01% | 221 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | ﹤0.01% | 219 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | ﹤0.01% | 223 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | ﹤0.01% | 222 |
|