OSAM
O'Shaughnessy Asset Management’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 | $2.92M | Hold |
4
| – | – | 0.02% | 643 |
|
|
2025
Q1 | $3.19M | Sell |
4
-397
| -99% | -$317M | 0.03% | 549 |
|
|
2024
Q4 | $273M | Hold |
401
| – | – | 2.32% | 4 |
|
|
2024
Q3 | $275M | Buy |
401
+1
| +0.3% | +$685K | 2.45% | 4 |
|
|
2024
Q2 | $245M | Hold |
400
| – | – | 2.53% | 4 |
|
|
2024
Q1 | $254M | Hold |
400
| – | – | 2.81% | 2 |
|
|
2023
Q4 | $217M | Buy |
+400
| New | +$217M | 2.88% | 2 |
|