Sage Mountain Advisors’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 | $4.37M | Hold |
6
| – | – | 0.28% | 46 |
|
|
2025
Q1 | $4.79M | Sell |
6
-2
| -25% | -$1.6M | 0.35% | 40 |
|
|
2024
Q4 | $5.45M | Hold |
8
| – | – | 0.4% | 36 |
|
|
2024
Q3 | $5.53M | Hold |
8
| – | – | 0.47% | 31 |
|
|
2024
Q2 | $4.9M | Hold |
8
| – | – | 0.45% | 30 |
|
|
2024
Q1 | $5.08M | Sell |
8
-1
| -11% | -$634K | 0.53% | 28 |
|
|
2023
Q4 | $4.88M | Hold |
9
| – | – | 0.57% | 24 |
|
|
2023
Q3 | $4.78M | Hold |
9
| – | – | 0.66% | 22 |
|
|
2023
Q2 | $4.66M | Buy |
9
+1
| +13% | +$518K | 0.66% | 25 |
|
|
2023
Q1 | $3.72M | Hold |
8
| – | – | 0.6% | 26 |
|
|
2022
Q4 | $3.75M | Hold |
8
| – | – | 0.85% | 19 |
|
|
2022
Q3 | $3.25M | Hold |
8
| – | – | 0.86% | 17 |
|
|
2022
Q2 | $3.27M | Hold |
8
| – | – | 0.58% | 24 |
|
|
2022
Q1 | $4.23M | Sell |
8
-1
| -11% | -$529K | 0.66% | 15 |
|
|
2021
Q4 | $4.06M | Hold |
9
| – | – | 0.49% | 23 |
|
|
2021
Q3 | $3.7M | Hold |
9
| – | – | 0.53% | 24 |
|
|
2021
Q2 | $3.77M | Buy |
9
+1
| +13% | +$419K | 0.62% | 19 |
|
|
2021
Q1 | $3.09M | Hold |
8
| – | – | 0.66% | 23 |
|
|
2020
Q4 | $2.78M | Buy |
+8
| New | +$2.78M | 0.91% | 16 |
|