PWP
Principle Wealth Partners’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 | $4.37M | Sell |
6
-1
| -14% | -$729K | 0.27% | 75 |
|
|
2025
Q1 | $5.59M | Hold |
7
| – | – | 0.4% | 58 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 0.33% | 70 |
|
|
2024
Q3 | $4.84M | Hold |
7
| – | – | 0.34% | 69 |
|
|
2024
Q2 | $4.29M | Hold |
7
| – | – | 0.33% | 74 |
|
|
2024
Q1 | $4.44M | Hold |
7
| – | – | 0.35% | 74 |
|
|
2023
Q4 | $3.8M | Hold |
7
| – | – | 0.33% | 77 |
|
|
2023
Q3 | $3.72M | Hold |
7
| – | – | 0.37% | 68 |
|
|
2023
Q2 | $3.62M | Hold |
7
| – | – | 0.36% | 63 |
|
|
2023
Q1 | $3.26M | Hold |
7
| – | – | 0.35% | 70 |
|
|
2022
Q4 | $3.28M | Hold |
7
| – | – | 0.37% | 70 |
|
|
2022
Q3 | $2.85K | Hold |
7
| – | – | 0.27% | 68 |
|
|
2022
Q2 | $2.86M | Hold |
7
| – | – | 0.34% | 69 |
|
|
2022
Q1 | $3.7M | Hold |
7
| – | – | 0.39% | 60 |
|
|
2021
Q4 | $3.16M | Sell |
7
-1
| -13% | -$451K | 0.33% | 66 |
|
|
2021
Q3 | $3.29M | Sell |
8
-1
| -11% | -$411K | 0.38% | 62 |
|
|
2021
Q2 | $3.77M | Hold |
9
| – | – | 0.43% | 55 |
|
|
2021
Q1 | $3.47M | Hold |
9
| – | – | 0.41% | 56 |
|
|
2020
Q4 | $3.13M | Hold |
9
| – | – | 0.41% | 53 |
|
|
2020
Q3 | $2.88M | Hold |
9
| – | – | 0.8% | 23 |
|
|
2020
Q2 | $2.41M | Hold |
9
| – | – | 0.71% | 23 |
|
|
2020
Q1 | $2.45M | Hold |
9
| – | – | 0.92% | 19 |
|
|
2019
Q4 | $3.06M | Hold |
9
| – | – | 0.98% | 23 |
|
|
2019
Q3 | $2.81M | Buy |
9
+7
| +350% | +$2.18M | 0.97% | 24 |
|
|
2019
Q2 | $637K | Hold |
2
| – | – | 0.33% | 56 |
|
|
2019
Q1 | $602K | Buy |
+2
| New | +$602K | 0.34% | 54 |
|