Steward Partners Investment Advisory’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 | $6.56M | Buy |
9
+1
| +13% | +$729K | 0.05% | 356 |
|
|
2025
Q1 | $6.39M | Buy |
8
+1
| +14% | +$798K | 0.06% | 332 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 0.04% | 385 |
|
|
2024
Q3 | $4.84M | Sell |
7
-2
| -22% | -$1.38M | 0.04% | 370 |
|
|
2024
Q2 | $5.51M | Hold |
9
| – | – | 0.06% | 313 |
|
|
2024
Q1 | $5.71M | Sell |
9
-1
| -10% | -$634K | 0.06% | 305 |
|
|
2023
Q4 | $5.43M | Buy |
10
+2
| +25% | +$1.09M | 0.07% | 266 |
|
|
2023
Q3 | $4.25M | Hold |
8
| – | – | 0.07% | 290 |
|
|
2023
Q2 | $4.14M | Hold |
8
| – | – | 0.06% | 302 |
|
|
2023
Q1 | $3.72M | Hold |
8
| – | – | 0.06% | 317 |
|
|
2022
Q4 | $3.75M | Hold |
8
| – | – | 0.06% | 305 |
|
|
2022
Q3 | $3.25M | Hold |
8
| – | – | 0.06% | 314 |
|
|
2022
Q2 | $3.27M | Hold |
8
| – | – | 0.06% | 315 |
|
|
2022
Q1 | $4.23M | Hold |
8
| – | – | 0.07% | 299 |
|
|
2021
Q4 | $3.61M | Buy |
8
+1
| +14% | +$451K | 0.05% | 332 |
|
|
2021
Q3 | $2.88M | Hold |
7
| – | – | 0.05% | 363 |
|
|
2021
Q2 | $2.93M | Sell |
7
-1
| -13% | -$419K | 0.05% | 363 |
|
|
2021
Q1 | $3.09M | Buy |
8
+1
| +14% | +$386K | 0.05% | 335 |
|
|
2020
Q4 | $2.44M | Hold |
7
| – | – | 0.05% | 329 |
|
|
2020
Q3 | $2.24M | Hold |
7
| – | – | 0.06% | 298 |
|
|
2020
Q2 | $1.87M | Sell |
7
-1
| -13% | -$267K | 0.05% | 315 |
|
|
2020
Q1 | $2.18M | Hold |
8
| – | – | 0.08% | 245 |
|
|
2019
Q4 | $2.72M | Hold |
8
| – | – | 0.08% | 255 |
|
|
2019
Q3 | $2.49M | Buy |
8
+1
| +14% | +$312K | 0.08% | 243 |
|
|
2019
Q2 | $2.23M | Buy |
7
+1
| +17% | +$318K | 0.08% | 245 |
|
|
2019
Q1 | $1.81M | Hold |
6
| – | – | 0.08% | 252 |
|
|
2018
Q4 | $1.84M | Hold |
6
| – | – | 0.09% | 235 |
|
|
2018
Q3 | $1.92M | Sell |
6
-1
| -14% | -$320K | 0.09% | 226 |
|
|
2018
Q2 | $1.97M | Sell |
7
-1
| -13% | -$282K | 0.12% | 193 |
|
|
2018
Q1 | $2.39M | Buy |
8
+1
| +14% | +$299K | 0.16% | 141 |
|
|
2017
Q4 | $2.08M | Hold |
7
| – | – | 0.16% | 146 |
|
|
2017
Q3 | $1.92M | Buy |
7
+1
| +17% | +$275K | 0.2% | 122 |
|
|
2017
Q2 | $1.53M | Hold |
6
| – | – | 0.17% | 135 |
|
|
2017
Q1 | $1.5M | Buy |
+6
| New | +$1.5M | 0.23% | 96 |
|