Oxford Financial Group’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 | $2.19M | Buy |
3
+1
| +50% | +$729K | 0.13% | 53 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.11% | 58 |
|
|
2024
Q4 | $1.36M | Sell |
2
-6
| -75% | -$4.09M | 0.09% | 70 |
|
|
2024
Q3 | $5.53M | Hold |
8
| – | – | 0.35% | 33 |
|
|
2024
Q2 | $4.9M | Hold |
8
| – | – | 0.32% | 33 |
|
|
2024
Q1 | $5.08M | Sell |
8
-4
| -33% | -$2.54M | 0.35% | 34 |
|
|
2023
Q4 | $6.51M | Buy |
12
+4
| +50% | +$2.17M | 0.48% | 28 |
|
|
2023
Q3 | $4.25M | Hold |
8
| – | – | 0.37% | 36 |
|
|
2023
Q2 | $4.14M | Hold |
8
| – | – | 0.39% | 33 |
|
|
2023
Q1 | $3.72M | Hold |
8
| – | – | 0.42% | 32 |
|
|
2022
Q4 | $3.75M | Hold |
8
| – | – | 0.44% | 30 |
|
|
2022
Q3 | $3.25M | Hold |
8
| – | – | 0.49% | 27 |
|
|
2022
Q2 | $3.27M | Hold |
8
| – | – | 0.48% | 27 |
|
|
2022
Q1 | $4.23M | Hold |
8
| – | – | 0.54% | 23 |
|
|
2021
Q4 | $3.61M | Buy |
8
+5
| +167% | +$2.25M | 0.41% | 29 |
|
|
2021
Q3 | $1.23M | Hold |
3
| – | – | 0.16% | 59 |
|
|
2021
Q2 | $1.26M | Hold |
3
| – | – | 0.17% | 58 |
|
|
2021
Q1 | $1.16M | Hold |
3
| – | – | 0.16% | 56 |
|
|
2020
Q4 | $1.04M | Hold |
3
| – | – | 0.15% | 60 |
|
|
2020
Q3 | $960K | Hold |
3
| – | – | 0.15% | 58 |
|
|
2020
Q2 | $802K | Hold |
3
| – | – | 0.14% | 66 |
|
|
2020
Q1 | $816K | Buy |
+3
| New | +$816K | 0.16% | 58 |
|