Kovitz Investment Group Partners’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 | $35.7M | Buy |
49
+2
| +4% | +$1.46M | 0.15% | 126 |
|
|
2025
Q1 | $37.5M | Buy |
47
+1
| +2% | +$798K | 0.19% | 112 |
|
|
2024
Q4 | $31.3M | Hold |
46
| – | – | 0.15% | 126 |
|
|
2024
Q3 | $11.8M | Buy |
46
+29
| +171% | +$7.42M | 0.08% | 201 |
|
|
2024
Q2 | $10.4M | Buy |
17
+5
| +42% | +$3.06M | 0.09% | 173 |
|
|
2024
Q1 | $7.61M | Buy |
12
+1
| +9% | +$634K | 0.1% | 150 |
|
|
2023
Q4 | $5.97M | Buy |
11
+1
| +10% | +$543K | 0.1% | 124 |
|
|
2023
Q3 | $5.31M | Hold |
10
| – | – | 0.1% | 123 |
|
|
2023
Q2 | $5.18M | Buy |
10
+2
| +25% | +$1.04M | 0.08% | 142 |
|
|
2023
Q1 | $3.73M | Hold |
8
| – | – | 0.06% | 185 |
|
|
2022
Q4 | $3.75M | Hold |
8
| – | – | 0.07% | 187 |
|
|
2022
Q3 | $3.25M | Hold |
8
| – | – | 0.08% | 188 |
|
|
2022
Q2 | $3.27M | Hold |
8
| – | – | 0.07% | 199 |
|
|
2022
Q1 | $4.23M | Hold |
8
| – | – | 0.08% | 183 |
|
|
2021
Q4 | $2.78M | Hold |
8
| – | – | 0.07% | 181 |
|
|
2021
Q3 | $3.29M | Hold |
8
| – | – | 0.07% | 186 |
|
|
2021
Q2 | $3.35M | Hold |
8
| – | – | 0.07% | 190 |
|
|
2021
Q1 | $3.09M | Hold |
8
| – | – | 0.07% | 179 |
|
|
2020
Q4 | $2.78M | Hold |
8
| – | – | 0.07% | 178 |
|
|
2020
Q3 | $2.56M | Sell |
8
-1
| -11% | -$320K | 0.07% | 167 |
|
|
2020
Q2 | $2.41M | Hold |
9
| – | – | 0.07% | 171 |
|
|
2020
Q1 | $2.45M | Hold |
9
| – | – | 0.09% | 153 |
|
|
2019
Q4 | $3.06M | Sell |
9
-3
| -25% | -$1.02M | 0.09% | 156 |
|
|
2019
Q3 | $3.74M | Hold |
12
| – | – | 0.12% | 133 |
|
|
2019
Q2 | $3.82M | Hold |
12
| – | – | 0.12% | 128 |
|
|
2019
Q1 | $3.62M | Hold |
12
| – | – | 0.11% | 135 |
|
|
2018
Q4 | $3.67M | Hold |
12
| – | – | 0.15% | 107 |
|
|
2018
Q3 | $3.84M | Hold |
12
| – | – | 0.17% | 44 |
|
|
2018
Q2 | $3.38M | Hold |
12
| – | – | 0.16% | 48 |
|
|
2018
Q1 | $3.59M | Hold |
12
| – | – | 0.17% | 47 |
|
|
2017
Q4 | $3.57K | Hold |
12
| – | – | 0.15% | 48 |
|
|
2017
Q3 | $3.3M | Hold |
12
| – | – | 0.16% | 45 |
|
|
2017
Q2 | $3.06M | Hold |
12
| – | – | 0.16% | 44 |
|
|
2017
Q1 | $3M | Sell |
12
-1
| -8% | -$250K | 0.16% | 48 |
|
|
2016
Q4 | $3.17M | Hold |
13
| – | – | 0.18% | 43 |
|
|
2016
Q3 | $2.81M | Hold |
13
| – | – | 0.17% | 57 |
|
|
2016
Q2 | $2.82M | Sell |
13
-1
| -7% | -$217K | 0.2% | 55 |
|
|
2016
Q1 | $2.99M | Buy |
+14
| New | +$2.99M | 0.18% | 55 |
|