Kestra Advisory Services’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 | $917M | Sell |
1,258
-3,297
| -72% | -$2.4B | 4.47% | 1 |
|
|
2025
Q1 | $3.64B | Buy |
4,555
+4,535
| +22,675% | +$3.62B | 17.6% | 1 |
|
|
2024
Q4 | $13.6M | Sell |
20
-1
| -5% | -$681K | 0.07% | 271 |
|
|
2024
Q3 | $14.5M | Sell |
21
-2
| -9% | -$1.38M | 0.08% | 266 |
|
|
2024
Q2 | $14.1M | Hold |
23
| – | – | 0.08% | 275 |
|
|
2024
Q1 | $14.6M | Hold |
23
| – | – | 0.1% | 215 |
|
|
2023
Q4 | $12.5M | Hold |
23
| – | – | 0.1% | 224 |
|
|
2023
Q3 | $12.2M | Hold |
23
| – | – | 0.12% | 190 |
|
|
2023
Q2 | $11.9M | Sell |
23
-1
| -4% | -$518K | 0.12% | 195 |
|
|
2023
Q1 | $11.2M | Hold |
24
| – | – | 0.12% | 192 |
|
|
2022
Q4 | $11.2M | Buy |
24
+1
| +4% | +$469K | 0.1% | 231 |
|
|
2022
Q3 | $9.35M | Hold |
23
| – | – | 0.1% | 227 |
|
|
2022
Q2 | $9.41M | Sell |
23
-1
| -4% | -$409K | 0.1% | 223 |
|
|
2022
Q1 | $12.7M | Buy |
24
+4
| +20% | +$2.12M | 0.13% | 174 |
|
|
2021
Q4 | $9.01M | Sell |
20
-5
| -20% | -$2.25M | 0.09% | 243 |
|
|
2021
Q3 | $10.3M | Sell |
25
-1
| -4% | -$411K | 0.1% | 215 |
|
|
2021
Q2 | $10.9M | Sell |
26
-1
| -4% | -$419K | 0.12% | 188 |
|
|
2021
Q1 | $10.4M | Hold |
27
| – | – | 0.13% | 181 |
|
|
2020
Q4 | $9.32M | Buy |
+27
| New | +$9.32M | 0.11% | 213 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 216 |
|