Marks Group Wealth 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 | $2.19M | Hold |
3
| – | – | 0.2% | 114 |
|
|
2025
Q1 | $2.4M | Hold |
3
| – | – | 0.23% | 109 |
|
|
2024
Q4 | $2.04M | Hold |
3
| – | – | 0.2% | 120 |
|
|
2024
Q3 | $2.07M | Hold |
3
| – | – | 0.2% | 123 |
|
|
2024
Q2 | $1.84M | Sell |
3
-1
| -25% | -$612K | 0.19% | 128 |
|
|
2024
Q1 | $2.54M | Hold |
4
| – | – | 0.27% | 104 |
|
|
2023
Q4 | $2.17M | Hold |
4
| – | – | 0.25% | 114 |
|
|
2023
Q3 | $2.13M | Hold |
4
| – | – | 0.26% | 114 |
|
|
2023
Q2 | $2.07M | Buy |
4
+1
| +33% | +$518K | 0.25% | 122 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 0.18% | 135 |
|
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 0.19% | 131 |
|
|
2022
Q3 | $1.22M | Hold |
3
| – | – | 0.19% | 140 |
|
|
2022
Q2 | $1.23M | Hold |
3
| – | – | 0.18% | 142 |
|
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 0.2% | 123 |
|
|
2021
Q4 | $1.35M | Buy |
3
+1
| +50% | +$451K | 0.16% | 137 |
|
|
2021
Q3 | $822K | Buy |
2
+1
| +100% | +$411K | 0.11% | 168 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.06% | 193 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.06% | 190 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.05% | 196 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.06% | 197 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.05% | 203 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.07% | 183 |
|
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.07% | 194 |
|