Mather Group’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 | $10.2M | Hold |
14
| – | – | 0.11% | 82 |
|
|
2025
Q1 | $11.2M | Buy |
+14
| New | +$11.2M | 0.13% | 77 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$1.27M | – | 1778 |
|
|
2024
Q2 | $1.27M | Buy |
+2
| New | +$1.27M | 0.02% | 234 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$1.04M | – | 542 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.02% | 224 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.02% | 199 |
|
|
2022
Q1 | $1.06M | Buy |
+2
| New | +$1.06M | 0.02% | 164 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$771K | – | 286 |
|
|
2021
Q1 | $771K | Sell |
2
-2
| -50% | -$771K | 0.02% | 119 |
|
|
2020
Q4 | $1.39M | Hold |
4
| – | – | 0.05% | 79 |
|
|
2020
Q3 | $1.28M | Hold |
4
| – | – | 0.05% | 81 |
|
|
2020
Q2 | $1.07M | Buy |
+4
| New | +$1.07M | 0.05% | 82 |
|