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Plante Moran Financial Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History

Plante Moran Financial Advisors’s Portfolio BRK.A Stock Details BRK.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$729K Hold
1
– – 0.05% 62
2025
Q1 		$798K Hold
1
– – 0.07% 50
2024
Q4 		$681K Sell
1
-2
-67% -$1.36M 0.06% 70
2024
Q3 		$2.07M Hold
3
– – 0.18% 30
2024
Q2 		$1.84M Hold
3
– – 0.18% 32
2024
Q1 		$1.9M Hold
3
– – 0.2% 31
2023
Q4 		$1.63M Hold
3
– – 0.17% 36
2023
Q3 		$1.59M Hold
3
– – 0.19% 32
2023
Q2 		$1.55M Hold
3
– – 0.18% 33
2023
Q1 		$1.4M Hold
3
– – 0.19% 36
2022
Q4 		$1.41M Hold
3
– – 0.2% 35
2022
Q3 		$1.22M Sell
3
-1
-25% -$406K 0.21% 33
2022
Q2 		$1.64M Sell
4
-1
-20% -$409K 0.27% 30
2022
Q1 		$2.65M Sell
5
-16
-76% -$8.46M 0.49% 21
2021
Q4 		$9.46M Hold
21
– – 1.55% 11
2021
Q3 		$8.64M Hold
21
– – 1.92% 10
2021
Q2 		$8.79M Buy
21
+1
+5% +$419K 2.13% 10
2021
Q1 		$7.71M Sell
20
-2
-9% -$771K 2.11% 10
2020
Q4 		$7.65M Hold
22
– – 2.36% 9
2020
Q3 		$7.04M Hold
22
– – 2.47% 8
2020
Q2 		$5.88M Hold
22
– – 2.35% 8
2020
Q1 		$5.98M Hold
22
– – 2.74% 7
2019
Q4 		$7.47M Buy
22
+21
+2,100% +$7.13M 2.6% 7
2019
Q3 		$312K Hold
1
– – 0.09% 119
2019
Q2 		$318K Hold
1
– – 0.1% 112
2019
Q1 		$301K Hold
1
– – 0.09% 113
2018
Q4 		$306K Hold
1
– – 0.11% 105
2018
Q3 		$320K Hold
1
– – 0.1% 107
2018
Q2 		$282K Hold
1
– – 0.14% 117
2018
Q1 		$299K Hold
1
– – 0.16% 111
2017
Q4 		$298K Hold
1
– – 0.17% 102
2017
Q3 		$275K Hold
1
– – 0.16% 97
2017
Q2 		$255K Hold
1
– – 0.16% 104
2017
Q1 		$250K Hold
1
– – 0.15% 111
2016
Q4 		$244K Hold
1
– – 0.15% 106
2016
Q3 		$216K Hold
1
– – 0.15% 112
2016
Q2 		$217K Hold
1
– – 0.16% 110
2016
Q1 		$213K Hold
1
– – 0.16% 100
2015
Q4 		$198K Hold
1
– – 0.15% 113
2015
Q3 		$195K Hold
1
– – 0.15% 107
2015
Q2 		$205K Hold
1
– – 0.15% 110
2015
Q1 		$217K Hold
1
– – 0.15% 105
2014
Q4 		$226K Hold
1
– – 0.17% 98
2014
Q3 		$207K Hold
1
– – 0.18% 93
2014
Q2 		$190K Hold
1
– – 0.17% 91
2014
Q1 		$187K Hold
1
– – 0.2% 75
2013
Q4 		$178K Hold
1
– – 0.1% 95
2013
Q3 		$170K Hold
1
– – 0.1% 79
2013
Q2 		$169K Buy
+1
New +$169K 0.13% 75