Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.88% | 26 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.94% | 26 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.86% | 26 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.7% | 25 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.61% | 29 |
|
|
2022
Q2 | $832K | Hold |
2
| – | – | 0.67% | 28 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.57% | 36 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.45% | 35 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.48% | 36 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.44% | 37 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.41% | 31 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.4% | 34 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.4% | 27 |
|
|
2020
Q2 | $535K | Buy |
2
+1
| +100% | +$268K | 0.31% | 32 |
|
|
2020
Q1 | $272K | Sell |
1
-2
| -67% | -$544K | 0.19% | 31 |
|
|
2019
Q4 | $1.02M | Hold |
3
| – | – | 0.54% | 27 |
|
|
2019
Q3 | $935K | Sell |
3
-3
| -50% | -$935K | 0.53% | 26 |
|
|
2019
Q2 | $1.91M | Hold |
6
| – | – | 1.16% | 20 |
|
|
2019
Q1 | $1.81M | Buy |
6
+1
| +20% | +$301K | 1.17% | 20 |
|
|
2018
Q4 | $1.51M | Hold |
5
| – | – | 1.31% | 18 |
|
|
2018
Q3 | $1.6M | Hold |
5
| – | – | 1.13% | 23 |
|
|
2018
Q2 | $1.41M | Hold |
5
| – | – | 1.05% | 23 |
|
|
2018
Q1 | $1.5M | Buy |
5
+1
| +25% | +$299K | 1.12% | 21 |
|
|
2017
Q4 | $1.19M | Buy |
+4
| New | +$1.19M | 0.89% | 23 |
|