Sargent Investment 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
$1.41M Hold
2
0.19% 85
2025
Q1
$1.6M Hold
2
0.26% 73
2024
Q4
$1.33M Hold
2
0.22% 83
2024
Q3
$1.38M Hold
2
0.25% 70
2024
Q2
$1.22M Hold
2
0.25% 74
2024
Q1
$1.27M Sell
2
-2
-50% -$1.27M 0.28% 71
2023
Q4
$2.17M Hold
4
0.48% 50
2023
Q3
$2.13M Buy
+4
New +$2.13M 0.51% 47