Sterling Group Wealth Management’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 | $729K | Sell |
1
-1
| -50% | -$729K | 0.4% | 21 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.86% | 15 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.71% | 17 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.73% | 15 |
|
|
2024
Q2 | $1.22M | Buy |
+2
| New | +$1.22M | 0.7% | 17 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$1.09M | – | 11 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.84% | 14 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 1.01% | 13 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.9% | 13 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.88% | 14 |
|
|
2022
Q4 | $937K | Buy |
+2
| New | +$937K | 0.92% | 15 |
|