Summit Asset Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Summit Asset Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.64M	Hold	5	–	–	0.59%	30
2025 Q1	$3.99M	Sell	5 -495	-99%	-$395M	0.69%	29
2024 Q4	$3.4M	Hold	500	–	–	0.6%	29
2024 Q3	$3.46M	Sell	500 -100	-17%	-$691K	0.65%	25
2024 Q2	$3.67M	Hold	600	–	–	0.76%	25
2024 Q1	$3.81M	Hold	600	–	–	0.82%	23
2023 Q4	$3.26M	Hold	600	–	–	0.78%	23
2023 Q3	$3.19M	Sell	600 -100	-14%	-$531K	0.87%	22
2023 Q2	$3.62M	Hold	700	–	–	0.96%	21
2023 Q1	$3.26M	Hold	700	–	–	0.9%	22
2022 Q4	$3.28M	Hold	700	–	–	0.95%	21
2022 Q3	$2.85M	Hold	700	–	–	0.92%	21
2022 Q2	$2.86M	Hold	700	–	–	0.89%	22
2022 Q1	$3.7M	Hold	700	–	–	1.06%	17
2021 Q4	$3.16M	Hold	700	–	–	0.89%	20
2021 Q3	$2.88M	Hold	700	–	–	0.9%	20
2021 Q2	$2.93M	Hold	700	–	–	0.92%	18
2021 Q1	$2.7M	Hold	700	–	–	0.92%	18
2020 Q4	$2.44M	Hold	700	–	–	0.89%	19
2020 Q3	$2.24M	Hold	700	–	–	0.93%	18
2020 Q2	$1.87M	Hold	700	–	–	0.85%	20
2020 Q1	$1.9M	Hold	700	–	–	1.03%	17
2019 Q4	$2.38M	Hold	700	–	–	1.01%	15
2019 Q3	$2.18M	Hold	700	–	–	1.02%	16
2019 Q2	$2.23M	Hold	700	–	–	1.06%	16
2019 Q1	$2.11M	Buy	700 +400	+133%	+$1.21M	1.04%	16
2018 Q4	$918K	Hold	300	–	–	0.52%	29
2018 Q3	$960K	Hold	300	–	–	0.44%	32
2018 Q2	$846K	Hold	300	–	–	0.4%	34
2018 Q1	$897K	Hold	300	–	–	0.43%	33
2017 Q4	$893K	Hold	300	–	–	0.43%	34
2017 Q3	$824K	Hold	300	–	–	0.41%	38
2017 Q2	$764K	Hold	300	–	–	0.4%	38
2017 Q1	$750K	Hold	300	–	–	0.43%	35
2016 Q4	$732K	Hold	300	–	–	0.46%	36
2016 Q3	$649K	Hold	300	–	–	0.4%	39
2016 Q2	$651K	Hold	300	–	–	0.41%	39
2016 Q1	$640K	Sell	300 -100	-25%	-$213K	0.42%	37
2015 Q4	$791K	Hold	400	–	–	0.54%	30
2015 Q3	$781K	Hold	400	–	–	0.56%	32
2015 Q2	$819K	Hold	400	–	–	0.56%	31
2015 Q1	$870K	Hold	400	–	–	0.61%	29
2014 Q4	$904K	Hold	400	–	–	0.65%	26
2014 Q3	$828K	Hold	400	–	–	0.63%	27
2014 Q2	$760K	Hold	400	–	–	0.58%	28
2014 Q1	$749K	Hold	400	–	–	0.6%	26
2013 Q4	$712K	Hold	400	–	–	0.56%	29
2013 Q3	$682K	Hold	400	–	–	0.6%	27
2013 Q2	$674K	Buy	+400	New	+$674K	0.65%	24