ProVise Management Group’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 | $1.46M | Hold |
2
| – | – | 0.12% | 113 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.14% | 108 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.12% | 119 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.11% | 137 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.1% | 135 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.11% | 134 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.09% | 168 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.1% | 165 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.09% | 169 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.09% | 171 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.09% | 162 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.09% | 169 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.09% | 169 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.1% | 169 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.08% | 197 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.08% | 189 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.09% | 186 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.08% | 181 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.08% | 188 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.09% | 178 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.08% | 178 |
|
|
2020
Q1 | $544K | Hold |
2
| – | – | 0.09% | 164 |
|
|
2019
Q4 | $679K | Hold |
2
| – | – | 0.08% | 171 |
|
|
2019
Q3 | $624K | Hold |
2
| – | – | 0.08% | 177 |
|
|
2019
Q2 | $637K | Hold |
2
| – | – | 0.09% | 181 |
|
|
2019
Q1 | $602K | Hold |
2
| – | – | 0.08% | 174 |
|
|
2018
Q4 | $612K | Hold |
2
| – | – | 0.1% | 170 |
|
|
2018
Q3 | $640K | Hold |
2
| – | – | 0.08% | 188 |
|
|
2018
Q2 | $564 | Buy |
+2
| New | +$564 | 0.04% | 206 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | -$217K | – | 324 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.04% | 278 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.04% | 265 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 279 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.04% | 271 |
|
|
2015
Q1 | $218K | Sell |
1
-1
| -50% | -$218K | 0.05% | 281 |
|
|
2014
Q4 | $452K | Hold |
2
| – | – | 0.1% | 196 |
|
|
2014
Q3 | $414K | Hold |
2
| – | – | 0.09% | 223 |
|
|
2014
Q2 | $380K | Hold |
2
| – | – | 0.08% | 239 |
|
|
2014
Q1 | $375K | Hold |
2
| – | – | 0.09% | 213 |
|
|
2013
Q4 | $356K | Hold |
2
| – | – | 0.09% | 215 |
|
|
2013
Q3 | $340K | Hold |
2
| – | – | 0.1% | 222 |
|
|
2013
Q2 | $338K | Buy |
+2
| New | +$338K | 0.1% | 219 |
|