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 |
|