Key Financial Inc’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 | $1.46M | Hold |
2
| – | – | 0.29% | 64 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.35% | 58 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.31% | 63 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.31% | 60 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.29% | 62 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.32% | 57 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.3% | 65 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.36% | 54 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.34% | 60 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.34% | 59 |
|
|
2022
Q4 | $813K | Hold |
2
| – | – | 0.38% | 50 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.38% | 50 |
|
|
2022
Q2 | $832K | Hold |
2
| – | – | 0.45% | 40 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.53% | 31 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.45% | 41 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.47% | 38 |
|
|
2021
Q2 | $838K | Hold |
2
| – | – | 0.47% | 38 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.51% | 33 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.52% | 36 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.66% | 36 |
|
|
2020
Q2 | $530K | Hold |
2
| – | – | 0.61% | 41 |
|
|
2020
Q1 | $548K | Hold |
2
| – | – | 0.56% | 35 |
|
|
2019
Q4 | $679K | Buy |
+2
| New | +$679K | 0.64% | 40 |
|