LPL Financial’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 | $63.4M | Sell |
87
-3
| -3% | -$2.19M | 0.02% | 654 |
|
|
2025
Q1 | $71.9M | Buy |
90
+7
| +8% | +$5.59M | 0.03% | 545 |
|
|
2024
Q4 | $56.5M | Buy |
83
+2
| +2% | +$1.36M | 0.02% | 594 |
|
|
2024
Q3 | $56M | Buy |
81
+13
| +19% | +$8.99M | 0.03% | 571 |
|
|
2024
Q2 | $41.3M | Buy |
68
+8
| +13% | +$4.86M | 0.02% | 635 |
|
|
2024
Q1 | $38.1M | Sell |
60
-2
| -3% | -$1.27M | 0.02% | 645 |
|
|
2023
Q4 | $33.6M | Sell |
62
-9
| -13% | -$4.88M | 0.02% | 645 |
|
|
2023
Q3 | $37.7M | Sell |
71
-1
| -1% | -$531K | 0.03% | 550 |
|
|
2023
Q2 | $37.3M | Buy |
72
+2
| +3% | +$1.04M | 0.03% | 534 |
|
|
2023
Q1 | $32.6M | Sell |
70
-3
| -4% | -$1.4M | 0.03% | 545 |
|
|
2022
Q4 | $34.2M | Buy |
73
+9
| +14% | +$4.22M | 0.03% | 496 |
|
|
2022
Q3 | $26M | Sell |
64
-3
| -4% | -$1.22M | 0.03% | 524 |
|
|
2022
Q2 | $27.4M | Buy |
67
+1
| +2% | +$409K | 0.03% | 517 |
|
|
2022
Q1 | $34.9M | Buy |
66
+6
| +10% | +$3.17M | 0.03% | 462 |
|
|
2021
Q4 | $27M | Buy |
60
+2
| +3% | +$901K | 0.02% | 561 |
|
|
2021
Q3 | $23.9M | Sell |
58
-3
| -5% | -$1.23M | 0.02% | 554 |
|
|
2021
Q2 | $25.5M | Sell |
61
-7
| -10% | -$2.93M | 0.03% | 501 |
|
|
2021
Q1 | $26.2M | Sell |
68
-1
| -1% | -$386K | 0.03% | 446 |
|
|
2020
Q4 | $24M | Buy |
69
+10
| +17% | +$3.48M | 0.03% | 410 |
|
|
2020
Q3 | $18.9M | Buy |
59
+5
| +9% | +$1.6M | 0.03% | 415 |
|
|
2020
Q2 | $14.4M | Hold |
54
| – | – | 0.03% | 469 |
|
|
2020
Q1 | $14.7M | Sell |
54
-2
| -4% | -$544K | 0.03% | 391 |
|
|
2019
Q4 | $19M | Buy |
56
+12
| +27% | +$4.08M | 0.03% | 374 |
|
|
2019
Q3 | $13.7M | Sell |
44
-2
| -4% | -$624K | 0.03% | 431 |
|
|
2019
Q2 | $14.6M | Buy |
46
+18
| +64% | +$5.73M | 0.03% | 401 |
|
|
2019
Q1 | $8.43M | Hold |
28
| – | – | 0.02% | 562 |
|
|
2018
Q4 | $8.57M | Buy |
28
+3
| +12% | +$918K | 0.02% | 500 |
|
|
2018
Q3 | $8M | Sell |
25
-2
| -7% | -$640K | 0.02% | 573 |
|
|
2018
Q2 | $7.62M | Sell |
27
-2
| -7% | -$564K | 0.02% | 546 |
|
|
2018
Q1 | $8.67M | Buy |
29
+5
| +21% | +$1.5M | 0.02% | 496 |
|
|
2017
Q4 | $7.14M | Sell |
24
-2
| -8% | -$595K | 0.02% | 515 |
|
|
2017
Q3 | $7.14M | Sell |
26
-1
| -4% | -$275K | 0.03% | 474 |
|
|
2017
Q2 | $6.88M | Buy |
27
+2
| +8% | +$509K | 0.03% | 455 |
|
|
2017
Q1 | $6.27M | Buy |
25
+2
| +9% | +$501K | 0.04% | 360 |
|
|
2016
Q4 | $5.66M | Sell |
23
-1
| -4% | -$246K | 0.04% | 362 |
|
|
2016
Q3 | $5.15M | Hold |
24
| – | – | 0.05% | 371 |
|
|
2016
Q2 | $5.13M | Sell |
24
-30
| -56% | -$6.41M | 0.04% | 366 |
|
|
2016
Q1 | $11.5M | Sell |
54
-4
| -7% | -$849K | 0.03% | 398 |
|
|
2015
Q4 | $11.4M | Buy |
58
+29
| +100% | +$5.71M | 0.03% | 401 |
|
|
2015
Q3 | $5.76M | Buy |
29
+1
| +4% | +$199K | 0.03% | 423 |
|
|
2015
Q2 | $5.75M | Sell |
28
-2
| -7% | -$411K | 0.03% | 459 |
|
|
2015
Q1 | $6.49M | Sell |
30
-6
| -17% | -$1.3M | 0.03% | 421 |
|
|
2014
Q4 | $8.14M | Buy |
36
+3
| +9% | +$678K | 0.04% | 330 |
|
|
2014
Q3 | $6.76M | Sell |
33
-10
| -23% | -$2.05M | 0.04% | 364 |
|
|
2014
Q2 | $8.17M | Buy |
43
+3
| +8% | +$570K | 0.05% | 323 |
|
|
2014
Q1 | $7.49M | Buy |
40
+8
| +25% | +$1.5M | 0.05% | 326 |
|
|
2013
Q4 | $5.69M | Sell |
32
-1
| -3% | -$178K | 0.04% | 406 |
|
|
2013
Q3 | $5.75M | Sell |
33
-2
| -6% | -$348K | 0.04% | 374 |
|
|
2013
Q2 | $5.9M | Buy |
+35
| New | +$5.9M | 0.04% | 328 |
|