Transcend Capital Advisors’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 | $9.47M | Buy |
13
+1
| +8% | +$729K | 0.73% | 24 |
|
|
2025
Q1 | $9.58M | Buy |
12
+5
| +71% | +$3.99M | 0.69% | 30 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 0.34% | 64 |
|
|
2024
Q3 | $4.84M | Hold |
7
| – | – | 0.32% | 71 |
|
|
2024
Q2 | $4.29M | Hold |
7
| – | – | 0.31% | 73 |
|
|
2024
Q1 | $4.44M | Hold |
7
| – | – | 0.36% | 64 |
|
|
2023
Q4 | $3.8M | Hold |
7
| – | – | 0.34% | 65 |
|
|
2023
Q3 | $3.72M | Hold |
7
| – | – | 0.36% | 63 |
|
|
2023
Q2 | $3.62M | Hold |
7
| – | – | 0.35% | 65 |
|
|
2023
Q1 | $3.26M | Hold |
7
| – | – | 0.34% | 66 |
|
|
2022
Q4 | $3.28M | Hold |
7
| – | – | 0.36% | 64 |
|
|
2022
Q3 | $2.85M | Hold |
7
| – | – | 0.31% | 79 |
|
|
2022
Q2 | $2.86M | Hold |
7
| – | – | 0.3% | 86 |
|
|
2022
Q1 | $3.7M | Hold |
7
| – | – | 0.33% | 76 |
|
|
2021
Q4 | $3.16M | Hold |
7
| – | – | 0.28% | 92 |
|
|
2021
Q3 | $3.07M | Buy |
+7
| New | +$3.07M | 0.27% | 93 |
|