OWP
Obermeyer Wealth Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
15
-4
| -21% | -$2.92M | 0.54% | 42 |
|
|
2025
Q1 | $15.2M | Hold |
19
| – | – | 0.81% | 38 |
|
|
2024
Q4 | $12.9M | Buy |
19
+1
| +6% | +$681K | 0.67% | 41 |
|
|
2024
Q3 | $11.2M | Sell |
18
-1
| -5% | -$621K | 0.6% | 42 |
|
|
2024
Q2 | $4.7M | Hold |
19
| – | – | 0.27% | 48 |
|
|
2024
Q1 | $12.1M | Hold |
19
| – | – | 0.71% | 38 |
|
|
2023
Q4 | $10.3M | Hold |
19
| – | – | 0.7% | 35 |
|
|
2023
Q3 | $10.1M | Sell |
19
-1
| -5% | -$531K | 0.75% | 31 |
|
|
2023
Q2 | $10.4M | Hold |
20
| – | – | 0.74% | 32 |
|
|
2023
Q1 | $9.31M | Sell |
20
-4
| -17% | -$1.86M | 0.69% | 34 |
|
|
2022
Q4 | $11.2M | Hold |
24
| – | – | 0.85% | 33 |
|
|
2022
Q3 | $9.76M | Buy |
24
+4
| +20% | +$1.63M | 0.79% | 35 |
|
|
2022
Q2 | $8.18M | Hold |
20
| – | – | 0.6% | 35 |
|
|
2022
Q1 | $8.05M | Hold |
20
| – | – | 0.48% | 38 |
|
|
2021
Q4 | $9.01M | Sell |
20
-5
| -20% | -$2.25M | 0.48% | 36 |
|
|
2021
Q3 | $10.3M | Buy |
25
+1
| +4% | +$411K | 0.57% | 37 |
|
|
2021
Q2 | $10M | Hold |
24
| – | – | 0.56% | 41 |
|
|
2021
Q1 | $9.26M | Hold |
24
| – | – | 0.57% | 40 |
|
|
2020
Q4 | $8.35M | Hold |
24
| – | – | 0.55% | 39 |
|
|
2020
Q3 | $7.68M | Buy |
24
+7
| +41% | +$2.24M | 0.58% | 38 |
|
|
2020
Q2 | $4.54M | Hold |
17
| – | – | 0.38% | 37 |
|
|
2020
Q1 | $4.62M | Hold |
17
| – | – | 0.49% | 34 |
|
|
2019
Q4 | $5.71M | Hold |
17
| – | – | 0.51% | 33 |
|
|
2019
Q3 | $5.3M | Buy |
17
+9
| +113% | +$2.81M | 0.49% | 35 |
|
|
2019
Q2 | $2.55M | Hold |
8
| – | – | 0.23% | 42 |
|
|
2019
Q1 | $2.41M | Hold |
8
| – | – | 0.23% | 41 |
|
|
2018
Q4 | $2.45M | Hold |
8
| – | – | 0.25% | 37 |
|
|
2018
Q3 | $2.56M | Buy |
8
+1
| +14% | +$320K | 0.22% | 37 |
|
|
2018
Q2 | $1.97M | Hold |
7
| – | – | 0.18% | 41 |
|
|
2018
Q1 | $2.09M | Hold |
7
| – | – | 0.19% | 37 |
|
|
2017
Q4 | $2.08M | Hold |
7
| – | – | 0.18% | 41 |
|
|
2017
Q3 | $1.92M | Hold |
7
| – | – | 0.17% | 43 |
|
|
2017
Q2 | $1.78M | Hold |
7
| – | – | 0.16% | 46 |
|
|
2017
Q1 | $1.75M | Hold |
7
| – | – | 0.16% | 44 |
|
|
2016
Q4 | $1.71M | Hold |
7
| – | – | 0.16% | 43 |
|
|
2016
Q3 | $1.51M | Hold |
7
| – | – | 0.15% | 45 |
|
|
2016
Q2 | $1.52M | Sell |
7
-693
| -99% | -$150M | 0.15% | 45 |
|
|
2016
Q1 | $1.49M | Hold |
700
| – | – | 0.14% | 45 |
|
|
2015
Q4 | $1.39M | Buy |
700
+692
| +8,650% | +$1.37M | 0.13% | 47 |
|
|
2015
Q3 | $1.56M | Sell |
8
-1
| -11% | -$195K | 0.16% | 41 |
|
|
2015
Q2 | $1.84M | Hold |
9
| – | – | 0.16% | 46 |
|
|
2015
Q1 | $1.96M | Hold |
9
| – | – | 0.16% | 59 |
|
|
2014
Q4 | $2.03M | Hold |
9
| – | – | 0.18% | 60 |
|
|
2014
Q3 | $1.86M | Buy |
+9
| New | +$1.86M | 0.46% | 29 |
|
|
2014
Q2 | – | Sell |
-9
| Closed | -$1.69M | – | 67 |
|
|
2014
Q1 | $1.69M | Sell |
9
-1
| -10% | -$187K | 0.42% | 28 |
|
|
2013
Q4 | $1.78M | Hold |
10
| – | – | 0.45% | 29 |
|
|
2013
Q3 | $1.7M | Sell |
10
-1,090
| -99% | -$186M | 0.48% | 29 |
|
|
2013
Q2 | $1.86M | Buy |
+1,100
| New | +$1.86M | 0.51% | 29 |
|