Summit Financial Strategies’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	$2.92M	Hold	4	–	–	0.27%	38
2025 Q1	$3.19M	Buy	+4	New	+$3.19M	0.32%	30
2021 Q2	–	Sell	-2	Closed	-$771K	–	117
2021 Q1	$771K	Buy	2 +1	+100%	+$386K	0.28%	25
2020 Q4	$696K	Hold	1	–	–	0.24%	31
2020 Q3	$320K	Hold	1	–	–	0.13%	56
2020 Q2	$267K	Hold	1	–	–	0.12%	62
2020 Q1	$272K	Hold	1	–	–	0.15%	46
2019 Q4	$340K	Hold	1	–	–	0.17%	42
2019 Q3	$312K	Hold	1	–	–	0.15%	41
2019 Q2	$318K	Hold	1	–	–	0.15%	39
2019 Q1	$301K	Hold	1	–	–	0.15%	39
2018 Q4	$306K	Hold	1	–	–	0.17%	41
2018 Q3	$320K	Hold	1	–	–	0.15%	36
2018 Q2	$282K	Hold	1	–	–	0.14%	38
2018 Q1	$299K	Sell	1 -3	-75%	-$897K	0.15%	35
2017 Q4	$1.19M	Hold	4	–	–	0.62%	14
2017 Q3	$1.1M	Hold	4	–	–	0.63%	14
2017 Q2	$1.02M	Hold	4	–	–	0.61%	15
2017 Q1	$999K	Hold	4	–	–	0.73%	14
2016 Q4	$976K	Hold	4	–	–	0.67%	13
2016 Q3	$865K	Hold	4	–	–	0.61%	14
2016 Q2	$868K	Hold	4	–	–	0.64%	14
2016 Q1	$854K	Hold	4	–	–	0.63%	14
2015 Q4	$791K	Hold	4	–	–	0.62%	16
2015 Q3	$781K	Hold	4	–	–	0.65%	15
2015 Q2	$819K	Sell	4 -1	-20%	-$205K	0.64%	16
2015 Q1	$1.09M	Hold	5	–	–	0.88%	12
2014 Q4	$1.13M	Buy	+5	New	+$1.13M	0.92%	14