MAI Capital Management’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
$17.5M Sell
24
-1
-4% -$729K 0.12% 154
2025
Q1
$20M Buy
25
+18
+257% +$14.4M 0.15% 132
2024
Q4
$4.77M Hold
7
0.04% 323
2024
Q3
$4.84M Hold
7
0.05% 260
2024
Q2
$4.29M Hold
7
0.04% 276
2024
Q1
$4.44M Hold
7
0.05% 264
2023
Q4
$3.8M Sell
7
-1
-13% -$543K 0.05% 229
2023
Q3
$4.25M Buy
8
+1
+14% +$531K 0.06% 204
2023
Q2
$3.62M Sell
7
-1
-13% -$518K 0.05% 219
2023
Q1
$3.72M Buy
8
+2
+33% +$931K 0.06% 208
2022
Q4
$2.81M Hold
6
0.05% 234
2022
Q3
$2.44M Hold
6
0.05% 229
2022
Q2
$2.45M Buy
6
+1
+20% +$409K 0.05% 224
2022
Q1
$2.65M Hold
5
0.04% 222
2021
Q4
$2.25M Hold
5
0.04% 255
2021
Q3
$2.06M Hold
5
0.04% 224
2021
Q2
$2.09M Hold
5
0.04% 222
2021
Q1
$1.93M Hold
5
0.04% 214
2020
Q4
$1.74M Hold
5
0.04% 207
2020
Q3
$1.6M Hold
5
0.05% 195
2020
Q2
$1.34M Hold
5
0.04% 214
2020
Q1
$1.36M Hold
5
0.06% 187
2019
Q4
$1.7M Buy
5
+1
+25% +$340K 0.06% 199
2019
Q3
$1.25M Hold
4
0.06% 206
2019
Q2
$1.27M Hold
4
0.06% 209
2019
Q1
$1.21M Hold
4
0.06% 195
2018
Q4
$1.22M Hold
4
0.07% 187
2018
Q3
$1.28M Hold
4
0.07% 192
2018
Q2
$1.13M Hold
4
0.06% 199
2018
Q1
$1.2M Hold
4
0.07% 194
2017
Q4
$1.19M Buy
4
+1
+33% +$298K 0.07% 197
2017
Q3
$824K Hold
3
0.05% 230
2017
Q2
$764K Sell
3
-1
-25% -$255K 0.05% 232
2017
Q1
$999K Hold
4
0.07% 193
2016
Q4
$976K Hold
4
0.07% 182
2016
Q3
$865K Hold
4
0.07% 196
2016
Q2
$868K Buy
4
+1
+33% +$217K 0.07% 195
2016
Q1
$640K Hold
3
0.05% 234
2015
Q4
$593K Hold
3
0.05% 246
2015
Q3
$586K Buy
3
+1
+50% +$195K 0.04% 260
2015
Q2
$410K Hold
2
0.03% 333
2015
Q1
$435K Hold
2
0.03% 322
2014
Q4
$452K Hold
2
0.03% 309
2014
Q3
$414K Hold
2
0.04% 264
2014
Q2
$380K Hold
2
0.04% 266
2014
Q1
$375K Hold
2
0.04% 267
2013
Q4
$356K Hold
2
0.04% 265
2013
Q3
$341K Sell
2
-1
-33% -$171K 0.04% 248
2013
Q2
$506K Buy
+3
New +$506K 0.07% 175