Lido Advisors’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 | $5.1M | Sell |
7
-1
| -13% | -$729K | 0.02% | 347 |
|
|
2025
Q1 | $6.39M | Buy |
8
+2
| +33% | +$1.6M | 0.03% | 291 |
|
|
2024
Q4 | $4.09M | Buy |
6
+2
| +50% | +$1.36M | 0.02% | 344 |
|
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 0.01% | 372 |
|
|
2024
Q2 | $2.45M | Sell |
4
-6
| -60% | -$3.67M | 0.01% | 382 |
|
|
2024
Q1 | $6.34M | Hold |
10
| – | – | 0.04% | 234 |
|
|
2023
Q4 | $5.43M | Hold |
10
| – | – | 0.04% | 238 |
|
|
2023
Q3 | $5.31M | Buy |
10
+7
| +233% | +$3.72M | 0.04% | 213 |
|
|
2023
Q2 | $1.55M | Sell |
3
-1
| -25% | -$518K | 0.01% | 386 |
|
|
2023
Q1 | $1.86M | Buy |
+4
| New | +$1.86M | 0.02% | 331 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$771K | – | 797 |
|
|
2021
Q1 | $771K | Buy |
+2
| New | +$771K | 0.01% | 355 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$267K | – | 571 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.01% | 412 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.01% | 389 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.01% | 415 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.02% | 388 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.02% | 372 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.02% | 355 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.03% | 282 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.03% | 305 |
|
|
2018
Q2 | $282K | Buy |
+1
| New | +$282K | 0.03% | 301 |
|