SWM
Segment Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1M | Sell |
44
-27
| -38% | -$19.7M | 2.04% | 8 |
|
|
2025
Q1 | $56.7M | Hold |
71
| – | – | 3.84% | 3 |
|
|
2024
Q4 | $48.3M | Hold |
71
| – | – | 3.3% | 3 |
|
|
2024
Q3 | $49.1M | Hold |
71
| – | – | 3.37% | 3 |
|
|
2024
Q2 | $43.5M | Hold |
71
| – | – | 3.21% | 4 |
|
|
2024
Q1 | $45M | Buy |
71
+1
| +1% | +$634K | 3.42% | 4 |
|
|
2023
Q4 | $38M | Hold |
70
| – | – | 3.35% | 3 |
|
|
2023
Q3 | $37.2M | Hold |
70
| – | – | 3.78% | 3 |
|
|
2023
Q2 | $36.2M | Hold |
70
| – | – | 3.73% | 3 |
|
|
2023
Q1 | $32.6M | Hold |
70
| – | – | 3.69% | 3 |
|
|
2022
Q4 | $32.8M | Hold |
70
| – | – | 3.8% | 3 |
|
|
2022
Q3 | $28.5M | Hold |
70
| – | – | 3.55% | 3 |
|
|
2022
Q2 | $28.6M | Hold |
70
| – | – | 3.63% | 3 |
|
|
2022
Q1 | $37M | Hold |
70
| – | – | 3.82% | 3 |
|
|
2021
Q4 | $31.5M | Hold |
70
| – | – | 3.31% | 4 |
|
|
2021
Q3 | $28.8M | Hold |
70
| – | – | 3.42% | 4 |
|
|
2021
Q2 | $29.3M | Hold |
70
| – | – | 3.48% | 4 |
|
|
2021
Q1 | $27M | Hold |
70
| – | – | 3.58% | 4 |
|
|
2020
Q4 | $24.3M | Hold |
70
| – | – | 3.51% | 4 |
|
|
2020
Q3 | $22.4M | Hold |
70
| – | – | 3.64% | 4 |
|
|
2020
Q2 | $18.7M | Hold |
70
| – | – | 3.46% | 3 |
|
|
2020
Q1 | $19M | Hold |
70
| – | – | 4.24% | 1 |
|
|
2019
Q4 | $23.8M | Hold |
70
| – | – | 4.01% | 1 |
|
|
2019
Q3 | $21.8M | Hold |
70
| – | – | 4.27% | 1 |
|
|
2019
Q2 | $22.3M | Hold |
70
| – | – | 4.53% | 1 |
|
|
2019
Q1 | $21.1M | Hold |
70
| – | – | 4.47% | 1 |
|
|
2018
Q4 | $21.4M | Hold |
70
| – | – | 5.4% | 1 |
|
|
2018
Q3 | $22.4M | Sell |
70
-1
| -1% | -$320K | 4.88% | 1 |
|
|
2018
Q2 | $20M | Hold |
71
| – | – | 4.72% | 1 |
|
|
2018
Q1 | $21.2M | Hold |
71
| – | – | 5.28% | 1 |
|
|
2017
Q4 | $21.1M | Hold |
71
| – | – | 5.11% | 1 |
|
|
2017
Q3 | $19.5M | Hold |
71
| – | – | 5.17% | 1 |
|
|
2017
Q2 | $18.1M | Buy |
+71
| New | +$18.1M | 4.98% | 1 |
|