Measured Wealth Private Client 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 | $729K | Hold |
1
| – | – | 0.22% | 67 |
|
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.26% | 52 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$518K | – | 168 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.2% | 84 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.18% | 91 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.19% | 70 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.18% | 72 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.18% | 84 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.19% | 64 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.16% | 81 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.16% | 83 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.13% | 99 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.14% | 87 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.14% | 83 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.15% | 81 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.16% | 82 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.21% | 69 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.23% | 67 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.2% | 79 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.18% | 120 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.19% | 125 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.28% | 57 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.19% | 101 |
|
|
2018
Q2 | $282K | Buy |
+1
| New | +$282K | 0.23% | 107 |
|
|
2017
Q3 | $275K | Buy |
+1
| New | +$275K | 0.38% | 37 |
|