PA
Perennial 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 | $24.1M | Hold |
33
| – | – | 4.47% | 3 |
|
2025
Q1 | $26.3M | Buy |
+33
| New | +$26.3M | 5.26% | 3 |
|
2020
Q3 | – | Sell |
-32
| Closed | -$8.55M | – | 95 |
|
2020
Q2 | $8.55M | Buy |
+32
| New | +$8.55M | 3.64% | 3 |
|
2020
Q1 | – | Sell |
-30
| Closed | -$10.2M | – | 89 |
|
2019
Q4 | $10.2M | Hold |
30
| – | – | 4.89% | 1 |
|
2019
Q3 | $9.36M | Hold |
30
| – | – | 4.85% | 1 |
|
2019
Q2 | $9.55M | Hold |
30
| – | – | 5.08% | 1 |
|
2019
Q1 | $9.04M | Hold |
30
| – | – | 5.14% | 1 |
|
2018
Q4 | $9.18M | Hold |
30
| – | – | 5.94% | 1 |
|
2018
Q3 | $9.63M | Hold |
30
| – | – | 5.54% | 1 |
|
2018
Q2 | $8.46M | Hold |
30
| – | – | 5.22% | 1 |
|
2018
Q1 | $8.97M | Hold |
30
| – | – | 5.66% | 1 |
|
2017
Q4 | $8.93M | Hold |
30
| – | – | 5.54% | 1 |
|
2017
Q3 | $8.24M | Hold |
30
| – | – | 5.58% | 1 |
|
2017
Q2 | $7.64M | Hold |
30
| – | – | 5.55% | 1 |
|
2017
Q1 | $7.5M | Hold |
30
| – | – | 5.77% | 1 |
|
2016
Q4 | $7.32M | Buy |
+30
| New | +$7.32M | 6.08% | 1 |
|