Moneta Group Investment Advisors’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 | $37.2M | Buy |
51
+2
| +4% | +$1.46M | 0.44% | 45 |
|
|
2025
Q1 | $39.1M | Buy |
49
+40
| +444% | +$31.9M | 0.54% | 42 |
|
|
2024
Q4 | $6.13M | Hold |
9
| – | – | 0.09% | 115 |
|
|
2024
Q3 | $6.22M | Hold |
9
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $5.51M | Hold |
9
| – | – | 0.09% | 117 |
|
|
2024
Q1 | $5.71M | Sell |
9
-1
| -10% | -$634K | 0.09% | 117 |
|
|
2023
Q4 | $5.43M | Hold |
10
| – | – | 0.11% | 103 |
|
|
2023
Q3 | $5.31M | Hold |
10
| – | – | 0.12% | 95 |
|
|
2023
Q2 | $5.18M | Hold |
10
| – | – | 0.11% | 99 |
|
|
2023
Q1 | $4.66M | Buy |
10
+1
| +11% | +$466K | 0.11% | 102 |
|
|
2022
Q4 | $4.22M | Sell |
9
-1
| -10% | -$469K | 0.12% | 105 |
|
|
2022
Q3 | $4.07M | Sell |
10
-1
| -9% | -$407K | 0.15% | 95 |
|
|
2022
Q2 | $4.4M | Sell |
11
-1
| -8% | -$400K | 0.15% | 99 |
|
|
2022
Q1 | $5.82M | Buy |
12
+11
| +1,100% | +$5.33M | 0.23% | 76 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.02% | 310 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.02% | 311 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.02% | 307 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.02% | 290 |
|
|
2020
Q4 | $348K | Sell |
1
-1
| -50% | -$348K | 0.03% | 235 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.06% | 152 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.05% | 152 |
|
|
2020
Q1 | $544K | Sell |
2
-8
| -80% | -$2.18M | 0.06% | 144 |
|
|
2019
Q4 | $3.4M | Hold |
10
| – | – | 0.28% | 59 |
|
|
2019
Q3 | $3.12M | Hold |
10
| – | – | 0.29% | 63 |
|
|
2019
Q2 | $3.18M | Hold |
10
| – | – | 0.31% | 55 |
|
|
2019
Q1 | $3.01M | Hold |
10
| – | – | 0.31% | 57 |
|
|
2018
Q4 | $3.06M | Sell |
10
-7
| -41% | -$2.14M | 0.36% | 53 |
|
|
2018
Q3 | $5.44M | Buy |
17
+4
| +31% | +$1.28M | 0.56% | 33 |
|
|
2018
Q2 | $3.67M | Hold |
13
| – | – | 0.41% | 41 |
|
|
2018
Q1 | $3.89M | Buy |
13
+6
| +86% | +$1.79M | 0.52% | 28 |
|
|
2017
Q4 | $2.08M | Sell |
7
-1
| -13% | -$298K | 0.32% | 43 |
|
|
2017
Q3 | $2.2M | Hold |
8
| – | – | 0.34% | 41 |
|
|
2017
Q2 | $2.04M | Hold |
8
| – | – | 0.33% | 56 |
|
|
2017
Q1 | $2M | Hold |
8
| – | – | 0.4% | 34 |
|
|
2016
Q4 | $1.95M | Hold |
8
| – | – | 0.4% | 37 |
|
|
2016
Q3 | $1.73M | Hold |
8
| – | – | 0.39% | 39 |
|
|
2016
Q2 | $1.74M | Hold |
8
| – | – | 0.38% | 45 |
|
|
2016
Q1 | $1.71M | Hold |
8
| – | – | 0.38% | 44 |
|
|
2015
Q4 | $1.58M | Hold |
8
| – | – | 0.39% | 37 |
|
|
2015
Q3 | $1.56M | Buy |
+8
| New | +$1.56M | 0.43% | 34 |
|