NewEdge 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 | $12.4M | Buy |
17
+2
| +13% | +$1.46M | 0.06% | 311 |
|
|
2025
Q1 | $12M | Hold |
15
| – | – | 0.07% | 280 |
|
|
2024
Q4 | $10.2M | Buy |
15
+1
| +7% | +$681K | 0.06% | 305 |
|
|
2024
Q3 | $9.68M | Hold |
14
| – | – | 0.06% | 304 |
|
|
2024
Q2 | $8.57M | Buy |
14
+3
| +27% | +$1.84M | 0.06% | 304 |
|
|
2024
Q1 | $6.98M | Hold |
11
| – | – | 0.06% | 298 |
|
|
2023
Q4 | $6.03M | Buy |
11
+1
| +10% | +$548K | 0.06% | 310 |
|
|
2023
Q3 | $5.31M | Sell |
10
-3
| -23% | -$1.59M | 0.06% | 313 |
|
|
2023
Q2 | $6.73M | Buy |
13
+1
| +8% | +$518K | 0.08% | 254 |
|
|
2023
Q1 | $5.66M | Buy |
12
+3
| +33% | +$1.41M | 0.07% | 275 |
|
|
2022
Q4 | $1.88M | Hold |
9
| – | – | 0.05% | 340 |
|
|
2022
Q3 | $3.66M | Sell |
9
-1
| -10% | -$406K | 0.06% | 294 |
|
|
2022
Q2 | $4.09M | Buy |
+10
| New | +$4.09M | 0.07% | 273 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$3.61M | – | 1208 |
|
|
2021
Q4 | $3.61M | Buy |
8
+5
| +167% | +$2.25M | 0.05% | 309 |
|
|
2021
Q3 | $1.23M | Buy |
3
+2
| +200% | +$823K | 0.03% | 452 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.01% | 793 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.01% | 733 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.01% | 714 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.01% | 698 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.01% | 703 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.01% | 627 |
|
|
2019
Q4 | $339K | Hold |
1
| – | – | 0.01% | 631 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.01% | 624 |
|
|
2019
Q2 | $318K | Buy |
+1
| New | +$318K | 0.02% | 512 |
|