McKinley Carter Wealth Services’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 | $4.37M | Buy |
6
+1
| +20% | +$729K | 0.24% | 77 |
|
|
2025
Q1 | $3.99M | Hold |
5
| – | – | 0.25% | 74 |
|
|
2024
Q4 | $3.4M | Hold |
5
| – | – | 0.21% | 79 |
|
|
2024
Q3 | $3.46M | Hold |
5
| – | – | 0.21% | 85 |
|
|
2024
Q2 | $3.06M | Hold |
5
| – | – | 0.2% | 89 |
|
|
2024
Q1 | $3.17M | Hold |
5
| – | – | 0.21% | 88 |
|
|
2023
Q4 | $2.71M | Buy |
5
+1
| +25% | +$543K | 0.2% | 91 |
|
|
2023
Q3 | $2.13M | Buy |
4
+1
| +33% | +$531K | 0.17% | 97 |
|
|
2023
Q2 | $1.55M | Buy |
3
+2
| +200% | +$1.04M | 0.12% | 124 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.04% | 211 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.04% | 207 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.04% | 207 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.04% | 214 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.04% | 196 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.03% | 201 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.03% | 204 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.03% | 208 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.03% | 211 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.05% | 194 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.07% | 115 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.07% | 119 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.08% | 121 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.08% | 129 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.08% | 134 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.09% | 132 |
|
|
2019
Q1 | $301K | Sell |
1
-2
| -67% | -$602K | 0.08% | 132 |
|
|
2018
Q4 | $918K | Hold |
3
| – | – | 0.3% | 71 |
|
|
2018
Q3 | $960K | Hold |
3
| – | – | 0.28% | 70 |
|
|
2018
Q2 | $846K | Hold |
3
| – | – | 0.27% | 73 |
|
|
2018
Q1 | $897K | Hold |
3
| – | – | 0.29% | 67 |
|
|
2017
Q4 | $893K | Buy |
+3
| New | +$893K | 0.31% | 68 |
|