NewEdge Wealth’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 | $5.6M | Hold |
8
| – | – | 0.09% | 182 |
|
|
2025
Q1 | $6.39M | Sell |
8
-6
| -43% | -$4.79M | 0.12% | 150 |
|
|
2024
Q4 | $9.53M | Hold |
14
| – | – | 0.17% | 116 |
|
|
2024
Q3 | $9.68M | Hold |
14
| – | – | 0.17% | 121 |
|
|
2024
Q2 | $8.57M | Hold |
14
| – | – | 0.19% | 114 |
|
|
2024
Q1 | $8.49M | Hold |
14
| – | – | 0.19% | 119 |
|
|
2023
Q4 | $7.6M | Buy |
14
+1
| +8% | +$543K | 0.19% | 115 |
|
|
2023
Q3 | $6.91M | Hold |
13
| – | – | 0.22% | 112 |
|
|
2023
Q2 | $6.73M | Hold |
13
| – | – | 0.22% | 109 |
|
|
2023
Q1 | $6.05M | Hold |
13
| – | – | 0.23% | 103 |
|
|
2022
Q4 | $6.09M | Hold |
13
| – | – | 0.26% | 95 |
|
|
2022
Q3 | $5.28M | Hold |
13
| – | – | 0.25% | 97 |
|
|
2022
Q2 | $5.32M | Hold |
13
| – | – | 0.24% | 102 |
|
|
2022
Q1 | $6.88M | Sell |
13
-9
| -41% | -$4.76M | 0.31% | 91 |
|
|
2021
Q4 | $9.92M | Buy |
+22
| New | +$9.92M | 0.42% | 63 |
|