Omnia Family 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 | $1.46M | Hold |
2
| – | – | 0.53% | 22 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.67% | 21 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.56% | 24 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.59% | 22 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.52% | 27 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.59% | 24 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.56% | 20 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.66% | 22 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.7% | 19 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.72% | 19 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.76% | 18 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.67% | 20 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.6% | 22 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.7% | 21 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.55% | 25 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.57% | 28 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.54% | 25 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.57% | 26 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.63% | 27 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.61% | 29 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.52% | 33 |
|
|
2020
Q1 | $544K | Hold |
2
| – | – | 0.57% | 32 |
|
|
2019
Q4 | $679K | Sell |
2
-1
| -33% | -$340K | 0.31% | 44 |
|
|
2019
Q3 | $935K | Hold |
3
| – | – | 0.68% | 23 |
|
|
2019
Q2 | $955K | Hold |
3
| – | – | 0.48% | 26 |
|
|
2019
Q1 | $904K | Hold |
3
| – | – | 0.45% | 28 |
|
|
2018
Q4 | $918K | Hold |
3
| – | – | 0.5% | 27 |
|
|
2018
Q3 | $960K | Hold |
3
| – | – | 0.44% | 27 |
|
|
2018
Q2 | $846K | Hold |
3
| – | – | 0.4% | 28 |
|
|
2018
Q1 | $897K | Buy |
3
+2
| +200% | +$598K | 0.41% | 28 |
|
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.14% | 63 |
|
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.13% | 68 |
|
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.12% | 71 |
|
|
2017
Q1 | $250K | Buy |
+1
| New | +$250K | 0.12% | 76 |
|