OIA
OneDigital Investment Advisors’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 | $2.19M | Hold |
3
| – | – | 0.02% | 412 |
|
|
2025
Q1 | $2.4M | Buy |
+3
| New | +$2.4M | 0.03% | 363 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$4.14M | – | 993 |
|
|
2023
Q2 | $4.14M | Hold |
8
| – | – | 0.09% | 171 |
|
|
2023
Q1 | $3.72M | Sell |
8
-1
| -11% | -$466K | 0.09% | 172 |
|
|
2022
Q4 | $4.22M | Hold |
9
| – | – | 0.12% | 143 |
|
|
2022
Q3 | $3.66M | Hold |
9
| – | – | 0.14% | 110 |
|
|
2022
Q2 | $3.68M | Sell |
9
-1
| -10% | -$409K | 0.16% | 92 |
|
|
2022
Q1 | $5.29M | Hold |
10
| – | – | 0.2% | 72 |
|
|
2021
Q4 | $4.51M | Sell |
10
-18
| -64% | -$8.11M | 0.16% | 83 |
|
|
2021
Q3 | $11.5M | Sell |
28
-1
| -3% | -$411K | 0.46% | 35 |
|
|
2021
Q2 | $12.1M | Buy |
29
+1
| +4% | +$419K | 0.5% | 34 |
|
|
2021
Q1 | $10.8M | Hold |
28
| – | – | 0.51% | 37 |
|
|
2020
Q4 | $9.8M | Sell |
28
-3
| -10% | -$1.05M | 0.51% | 39 |
|
|
2020
Q3 | $9.84M | Sell |
31
-3
| -9% | -$952K | 0.68% | 29 |
|
|
2020
Q2 | $9.84M | Hold |
34
| – | – | 0.71% | 28 |
|
|
2020
Q1 | $8.69M | Hold |
34
| – | – | 0.77% | 24 |
|
|
2019
Q4 | $11.5M | Hold |
34
| – | – | 0.91% | 20 |
|
|
2019
Q3 | $10.6M | Buy |
+34
| New | +$10.6M | 0.95% | 18 |
|
|
2019
Q2 | – | Sell |
-34
| Closed | -$10.7M | – | 1184 |
|
|
2019
Q1 | $10.7M | Hold |
34
| – | – | 1.56% | 12 |
|
|
2018
Q4 | $10.4M | Hold |
34
| – | – | 1.75% | 11 |
|
|
2018
Q3 | $10.9M | Hold |
34
| – | – | 2.55% | 8 |
|
|
2018
Q2 | $9.59M | Hold |
34
| – | – | 2.01% | 10 |
|
|
2018
Q1 | $10.2M | Hold |
34
| – | – | 2.23% | 7 |
|
|
2017
Q4 | $10.1M | Buy |
34
+32
| +1,600% | +$9.52M | 1.16% | 9 |
|
|
2017
Q3 | $549K | Sell |
2
-32
| -94% | -$8.78M | 0.2% | 73 |
|
|
2017
Q2 | $8.66M | Buy |
+34
| New | +$8.66M | 2.58% | 7 |
|