Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.45% | 64 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.42% | 71 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.45% | 67 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.4% | 76 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.35% | 80 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.37% | 81 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.34% | 86 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.32% | 90 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.36% | 83 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.29% | 88 |
|
|
2021
Q3 | $823K | Buy |
+2
| New | +$823K | 0.3% | 89 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | -$637K | – | 157 |
|
|
2019
Q2 | $637K | Hold |
2
| – | – | 0.29% | 85 |
|
|
2019
Q1 | $602K | Hold |
2
| – | – | 0.47% | 62 |
|
|
2018
Q4 | $612K | Hold |
2
| – | – | 0.52% | 59 |
|
|
2018
Q3 | $640K | Hold |
2
| – | – | 0.48% | 61 |
|
|
2018
Q2 | $564K | Hold |
2
| – | – | 0.44% | 64 |
|
|
2018
Q1 | $598K | Hold |
2
| – | – | 0.47% | 65 |
|
|
2017
Q4 | $595K | Hold |
2
| – | – | 0.49% | 64 |
|
|
2017
Q3 | $549K | Buy |
+2
| New | +$549K | 0.46% | 64 |
|