Prospera Financial Services’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 | $5.83M | Buy |
8
+1
| +14% | +$729K | 0.11% | 200 |
|
|
2025
Q1 | $5.59M | Hold |
7
| – | – | 0.13% | 183 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 0.11% | 205 |
|
|
2024
Q3 | $4.84M | Buy |
7
+1
| +17% | +$691K | 0.12% | 183 |
|
|
2024
Q2 | $3.67M | Hold |
6
| – | – | 0.1% | 217 |
|
|
2024
Q1 | $3.81M | Hold |
6
| – | – | 0.11% | 197 |
|
|
2023
Q4 | $3.26M | Buy |
6
+4
| +200% | +$2.17M | 0.11% | 219 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.04% | 410 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.04% | 408 |
|
|
2023
Q1 | $931K | Buy |
2
+1
| +100% | +$466K | 0.04% | 453 |
|
|
2022
Q4 | $469K | Buy |
+1
| New | +$469K | 0.02% | 551 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | -$529K | – | 1735 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.02% | 583 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.02% | 602 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.02% | 582 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.02% | 575 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.02% | 555 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.02% | 492 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.12% | 148 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.02% | 472 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.03% | 413 |
|
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.03% | 456 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$323K | – | 545 |
|
|
2019
Q2 | $323K | Buy |
+1
| New | +$323K | 0.04% | 386 |
|
|
2018
Q3 | – | Sell |
-116
| Closed | -$305K | – | 412 |
|
|
2018
Q2 | $305K | Buy |
116
+115
| +11,500% | +$302K | 0.04% | 345 |
|
|
2018
Q1 | $300K | Sell |
1
-110
| -99% | -$33M | 0.04% | 340 |
|
|
2017
Q4 | $323K | Buy |
111
+40
| +56% | +$116K | 0.05% | 292 |
|
|
2017
Q3 | $292K | Hold |
71
| – | – | 0.04% | 330 |
|
|
2017
Q2 | $268K | Buy |
71
+70
| +7,000% | +$264K | 0.04% | 335 |
|
|
2017
Q1 | $249K | Hold |
1
| – | – | 0.04% | 298 |
|
|
2016
Q4 | $245K | Hold |
1
| – | – | 0.05% | 304 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.04% | 333 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.04% | 305 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.05% | 291 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 295 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.05% | 273 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.05% | 274 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.06% | 255 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.06% | 257 |
|