Modera 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 | $14.6M | Hold |
20
| – | – | 0.18% | 100 |
|
|
2025
Q1 | $16M | Buy |
20
+2
| +11% | +$1.6M | 0.22% | 90 |
|
|
2024
Q4 | $12.3M | Buy |
18
+1
| +6% | +$681K | 0.15% | 107 |
|
|
2024
Q3 | $11.8M | Hold |
17
| – | – | 0.15% | 108 |
|
|
2024
Q2 | $10.4M | Hold |
17
| – | – | 0.15% | 108 |
|
|
2024
Q1 | $10.8M | Hold |
17
| – | – | 0.16% | 107 |
|
|
2023
Q4 | $9.22M | Hold |
17
| – | – | 0.15% | 113 |
|
|
2023
Q3 | $9.04M | Hold |
17
| – | – | 0.17% | 110 |
|
|
2023
Q2 | $8.8M | Hold |
17
| – | – | 0.16% | 114 |
|
|
2023
Q1 | $7.92M | Hold |
17
| – | – | 0.31% | 49 |
|
|
2022
Q4 | $7.97M | Hold |
17
| – | – | 0.32% | 48 |
|
|
2022
Q3 | $6.91M | Hold |
17
| – | – | 0.35% | 46 |
|
|
2022
Q2 | $6.95M | Hold |
17
| – | – | 0.33% | 48 |
|
|
2022
Q1 | $8.99M | Hold |
17
| – | – | 0.4% | 43 |
|
|
2021
Q4 | $7.66M | Hold |
17
| – | – | 0.29% | 46 |
|
|
2021
Q3 | $6.99M | Hold |
17
| – | – | 0.36% | 38 |
|
|
2021
Q2 | $7.12M | Hold |
17
| – | – | 0.38% | 38 |
|
|
2021
Q1 | $6.56M | Hold |
17
| – | – | 0.43% | 35 |
|
|
2020
Q4 | $5.91M | Hold |
17
| – | – | 0.47% | 33 |
|
|
2020
Q3 | $5.44M | Hold |
17
| – | – | 0.81% | 19 |
|
|
2020
Q2 | $4.54M | Hold |
17
| – | – | 0.73% | 21 |
|
|
2020
Q1 | $4.62M | Buy |
+17
| New | +$4.62M | 0.97% | 18 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 77 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.08% | 82 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.09% | 78 |
|
|
2014
Q4 | $226K | Buy |
+1
| New | +$226K | 0.09% | 76 |
|