Jupiter 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 | $7.87M | Hold |
11
| – | – | 3.97% | 6 |
|
2025
Q1 | $8.44M | Buy |
+11
| New | +$8.44M | 5.11% | 4 |
|
2020
Q4 | – | Sell |
-11
| Closed | -$3.52M | – | 74 |
|
2020
Q3 | $3.52M | Hold |
11
| – | – | 2.48% | 16 |
|
2020
Q2 | $3.14M | Hold |
11
| – | – | 1.57% | 26 |
|
2020
Q1 | $3.01M | Hold |
11
| – | – | 1.76% | 25 |
|
2019
Q4 | $3.75M | Hold |
11
| – | – | 1.81% | 22 |
|
2019
Q3 | $3.43M | Sell |
11
-3
| -21% | -$935K | 1.83% | 22 |
|
2019
Q2 | $4.36M | Hold |
14
| – | – | 2.16% | 19 |
|
2019
Q1 | $4.42M | Buy |
+14
| New | +$4.42M | 2.13% | 21 |
|