Northwestern Mutual 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 | $16M | Buy |
22
+2
| +10% | +$1.46M | 0.01% | 423 |
|
|
2025
Q1 | $16.2M | Buy |
20
+1
| +5% | +$808K | 0.01% | 386 |
|
|
2024
Q4 | $12.9M | Buy |
19
+2
| +12% | +$1.36M | 0.01% | 409 |
|
|
2024
Q3 | $11.8M | Hold |
17
| – | – | 0.01% | 412 |
|
|
2024
Q2 | $10.4M | Sell |
17
-2
| -11% | -$1.22M | 0.01% | 411 |
|
|
2024
Q1 | $12.1M | Buy |
19
+1
| +6% | +$634K | 0.01% | 380 |
|
|
2023
Q4 | $9.77M | Buy |
18
+5
| +38% | +$2.71M | 0.01% | 410 |
|
|
2023
Q3 | $6.91M | Sell |
13
-4
| -24% | -$2.13M | 0.01% | 434 |
|
|
2023
Q2 | $8.8M | Buy |
17
+4
| +31% | +$2.07M | 0.01% | 384 |
|
|
2023
Q1 | $6.05M | Buy |
13
+2
| +18% | +$931K | 0.01% | 445 |
|
|
2022
Q4 | $5.16M | Sell |
11
-2
| -15% | -$937K | 0.01% | 464 |
|
|
2022
Q3 | $5.28M | Hold |
13
| – | – | 0.01% | 408 |
|
|
2022
Q2 | $5.32M | Sell |
13
-7
| -35% | -$2.86M | 0.01% | 400 |
|
|
2022
Q1 | $10.6M | Hold |
20
| – | – | 0.02% | 295 |
|
|
2021
Q4 | $9.01M | Sell |
20
-2
| -9% | -$901K | 0.01% | 311 |
|
|
2021
Q3 | $9.05M | Buy |
22
+12
| +120% | +$4.94M | 0.02% | 285 |
|
|
2021
Q2 | $4.19M | Hold |
10
| – | – | 0.01% | 408 |
|
|
2021
Q1 | $3.86M | Sell |
10
-1
| -9% | -$386K | 0.01% | 392 |
|
|
2020
Q4 | $3.83M | Sell |
11
-1
| -8% | -$348K | 0.01% | 365 |
|
|
2020
Q3 | $3.84M | Sell |
12
-2
| -14% | -$640K | 0.01% | 333 |
|
|
2020
Q2 | $3.74M | Sell |
14
-1
| -7% | -$267K | 0.01% | 317 |
|
|
2020
Q1 | $4.08M | Buy |
15
+1
| +7% | +$272K | 0.02% | 274 |
|
|
2019
Q4 | $4.75M | Sell |
14
-2
| -13% | -$679K | 0.02% | 272 |
|
|
2019
Q3 | $4.99M | Sell |
16
-1
| -6% | -$312K | 0.02% | 256 |
|
|
2019
Q2 | $5.41M | Buy |
17
+2
| +13% | +$637K | 0.02% | 243 |
|
|
2019
Q1 | $4.52M | Buy |
15
+1
| +7% | +$301K | 0.02% | 254 |
|
|
2018
Q4 | $4.28M | Buy |
14
+1
| +8% | +$306K | 0.02% | 250 |
|
|
2018
Q3 | $4.16M | Hold |
13
| – | – | 0.02% | 239 |
|
|
2018
Q2 | $3.67M | Buy |
13
+1
| +8% | +$282K | 0.02% | 236 |
|
|
2018
Q1 | $3.59M | Hold |
12
| – | – | 0.02% | 229 |
|
|
2017
Q4 | $3.57M | Buy |
12
+1
| +9% | +$298K | 0.02% | 226 |
|
|
2017
Q3 | $3.02M | Hold |
11
| – | – | 0.02% | 233 |
|
|
2017
Q2 | $2.8M | Sell |
11
-2
| -15% | -$509K | 0.02% | 232 |
|
|
2017
Q1 | $3.25M | Buy |
13
+2
| +18% | +$500K | 0.03% | 216 |
|
|
2016
Q4 | $2.68M | Buy |
11
+8
| +267% | +$1.95M | 0.03% | 231 |
|
|
2016
Q3 | $649K | Sell |
3
-6
| -67% | -$1.3M | 0.04% | 124 |
|
|
2016
Q2 | $1.95M | Hold |
9
| – | – | 0.03% | 243 |
|
|
2016
Q1 | $1.92M | Hold |
9
| – | – | 0.03% | 217 |
|
|
2015
Q4 | $1.78M | Buy |
9
+2
| +29% | +$396K | 0.04% | 219 |
|
|
2015
Q3 | $1.37M | Hold |
7
| – | – | 0.03% | 234 |
|
|
2015
Q2 | $1.43M | Buy |
7
+1
| +17% | +$205K | 0.04% | 227 |
|
|
2015
Q1 | $1.31M | Buy |
6
+2
| +50% | +$435K | 0.04% | 222 |
|
|
2014
Q4 | $904K | Hold |
4
| – | – | 0.03% | 246 |
|
|
2014
Q3 | $828K | Buy |
4
+1
| +33% | +$207K | 0.03% | 244 |
|
|
2014
Q2 | $570K | Sell |
3
-1
| -25% | -$190K | 0.02% | 259 |
|
|
2014
Q1 | $749K | Buy |
4
+1
| +33% | +$187K | 0.03% | 235 |
|
|
2013
Q4 | $534K | Hold |
3
| – | – | 0.02% | 263 |
|
|
2013
Q3 | $511K | Hold |
3
| – | – | 0.03% | 256 |
|
|
2013
Q2 | $506K | Buy |
+3
| New | +$506K | 0.03% | 252 |
|