JTC Employer Solutions Trustee’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 | $6.56M | Hold |
9
| – | – | 0.63% | 21 |
|
2025
Q1 | $7.19M | Hold |
9
| – | – | 0.59% | 22 |
|
2024
Q4 | $6.11M | Hold |
9
| – | – | 0.43% | 26 |
|
2024
Q3 | $6.22M | Hold |
9
| – | – | 0.41% | 23 |
|
2024
Q2 | $5.52M | Hold |
9
| – | – | 0.37% | 22 |
|
2024
Q1 | $5.67M | Hold |
9
| – | – | 0.36% | 23 |
|
2023
Q4 | $4.9M | Buy |
9
+2
| +29% | +$1.09M | 0.44% | 25 |
|
2023
Q3 | $3.72M | Hold |
7
| – | – | 0.35% | 28 |
|
2023
Q2 | $3.63M | Hold |
7
| – | – | 0.35% | 32 |
|
2023
Q1 | $3.26M | Hold |
7
| – | – | 0.35% | 31 |
|
2022
Q4 | $3.28M | Hold |
7
| – | – | 0.28% | 30 |
|
2022
Q3 | $2.84M | Hold |
7
| – | – | 0.47% | 28 |
|
2022
Q2 | $2.87M | Buy |
7
+1
| +17% | +$410K | 0.38% | 27 |
|
2022
Q1 | $3.18M | Buy |
6
+1
| +20% | +$530K | 0.35% | 32 |
|
2021
Q4 | $2.25M | Hold |
5
| – | – | 0.28% | 37 |
|
2021
Q3 | $2.06M | Buy |
5
+1
| +25% | +$411K | 0.28% | 36 |
|
2021
Q2 | $1.67M | Buy |
+4
| New | +$1.67M | 0.25% | 23 |
|