Prio Wealth Limited Partnership’s Berkshire Hathaway Class A BRK.A Stock Holding History

Prio Wealth Limited Partnership’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
2024 Q3	$3.46M	Hold	5	–	–	0.1%	97
2024 Q2	$3.06M	Hold	5	–	–	0.09%	98
2024 Q1	$3.17M	Hold	5	–	–	0.09%	100
2023 Q4	$2.71M	Hold	5	–	–	0.09%	104
2023 Q3	$2.66M	Hold	5	–	–	0.1%	102
2023 Q2	$2.59M	Hold	5	–	–	0.09%	102
2023 Q1	$2.33M	Hold	5	–	–	0.09%	104
2022 Q4	$2.34M	Hold	5	–	–	0.09%	109
2022 Q3	$2.03M	Hold	5	–	–	0.09%	108
2022 Q2	$2.04M	Hold	5	–	–	0.08%	113
2022 Q1	$2.65M	Hold	5	–	–	0.09%	108
2021 Q4	$2.25M	Hold	5	–	–	0.07%	114
2021 Q3	$2.06M	Hold	5	–	–	0.07%	114
2021 Q2	$2.09M	Hold	5	–	–	0.07%	114
2021 Q1	$1.93M	Hold	5	–	–	0.07%	116
2020 Q4	$1.74M	Buy	5 +4	+400%	+$1.39M	0.07%	118
2020 Q3	$320K	Hold	1	–	–	0.01%	207
2020 Q2	$267K	Hold	1	–	–	0.01%	219
2020 Q1	$272K	Hold	1	–	–	0.02%	204
2019 Q4	$340K	Sell	1 -1	-50%	-$340K	0.01%	209
2019 Q3	$624K	Sell	2 -298	-99%	-$93M	0.03%	162
2019 Q2	$955K	Hold	300	–	–	0.04%	140
2019 Q1	$903K	Hold	300	–	–	0.04%	143
2018 Q4	$918K	Sell	300 -200	-40%	-$612K	0.05%	138
2018 Q3	$1.6M	Hold	500	–	–	0.07%	123
2018 Q2	$1.41M	Buy	500 +100	+25%	+$282K	0.07%	126
2018 Q1	$1.2M	Hold	400	–	–	0.06%	136
2017 Q4	$1.19M	Buy	400 +397	+13,233%	+$1.18M	0.06%	138
2017 Q3	$824K	Hold	3	–	–	0.04%	149
2017 Q2	$764K	Hold	3	–	–	0.04%	151
2017 Q1	$749K	Sell	3 -4	-57%	-$999K	0.04%	154
2016 Q4	$1.71M	Sell	7 -5	-42%	-$1.22M	0.09%	123
2016 Q3	$2.59M	Sell	12 -1	-8%	-$216K	0.14%	104
2016 Q2	$2.82M	Hold	13	–	–	0.15%	99
2016 Q1	$2.77M	Hold	13	–	–	0.15%	100
2015 Q4	$2.57M	Hold	13	–	–	0.14%	105
2015 Q3	$2.54M	Hold	13	–	–	0.14%	107
2015 Q2	$2.66M	Hold	13	–	–	0.14%	109
2015 Q1	$2.83M	Hold	13	–	–	0.14%	110
2014 Q4	$2.94M	Hold	13	–	–	0.15%	107
2014 Q3	$2.69M	Hold	13	–	–	0.14%	109
2014 Q2	$2.47M	Hold	13	–	–	0.12%	113
2014 Q1	$2.44M	Hold	13	–	–	0.12%	116
2013 Q4	$2.31M	Hold	13	–	–	0.12%	122
2013 Q3	$2.22M	Hold	13	–	–	0.13%	120
2013 Q2	$2.19M	Buy	+13	New	+$2.19M	0.13%	115