Private Wealth Partners’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 | $729K | Hold |
1
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.07% | 99 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$306K | – | 116 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.06% | 82 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.05% | 100 |
|
|
2018
Q2 | $282K | Hold |
1
| – | – | 0.05% | 104 |
|
|
2018
Q1 | $299K | Hold |
1
| – | – | 0.05% | 107 |
|
|
2017
Q4 | $298K | Hold |
1
| – | – | 0.06% | 111 |
|
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.06% | 109 |
|
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.06% | 102 |
|
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.06% | 100 |
|
|
2016
Q4 | $244K | Hold |
1
| – | – | 0.06% | 100 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.05% | 111 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.05% | 116 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.05% | 120 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 134 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.05% | 134 |
|
|
2015
Q1 | $217K | Hold |
1
| – | – | 0.05% | 133 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.05% | 131 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.05% | 156 |
|