Kestra Private Wealth 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 | $3.64M | Buy |
5
+1
| +25% | +$729K | 0.05% | 348 |
|
|
2025
Q1 | $3.19M | Hold |
4
| – | – | 0.05% | 346 |
|
|
2024
Q4 | $2.72M | Hold |
4
| – | – | 0.05% | 358 |
|
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 0.05% | 339 |
|
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 0.05% | 347 |
|
|
2024
Q1 | $2.54M | Hold |
4
| – | – | 0.06% | 318 |
|
|
2023
Q4 | $2.17M | Hold |
4
| – | – | 0.06% | 328 |
|
|
2023
Q3 | $2.13M | Buy |
4
+2
| +100% | +$1.06M | 0.07% | 299 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.04% | 422 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.04% | 428 |
|
|
2022
Q4 | $937K | Sell |
2
-2
| -50% | -$937K | 0.05% | 383 |
|
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 0.09% | 240 |
|
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 0.09% | 255 |
|
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 0.1% | 207 |
|
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 0.09% | 247 |
|
|
2021
Q3 | $1.65M | Hold |
4
| – | – | 0.09% | 244 |
|
|
2021
Q2 | $1.67M | Hold |
4
| – | – | 0.1% | 225 |
|
|
2021
Q1 | $1.54M | Buy |
4
+2
| +100% | +$772K | 0.11% | 209 |
|
|
2020
Q4 | $690K | Hold |
2
| – | – | 0.05% | 369 |
|
|
2020
Q3 | $640K | Buy |
+2
| New | +$640K | 0.06% | 333 |
|