UB
UMB Bank’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Hold |
212
| – | – | 2.41% | 6 |
|
|
2025
Q1 | $169M | Sell |
212
-2
| -0.9% | -$1.6M | 2.79% | 5 |
|
|
2024
Q4 | $146M | Hold |
214
| – | – | 2.3% | 8 |
|
|
2024
Q3 | $148M | Sell |
214
-1
| -0.5% | -$691K | 2.3% | 7 |
|
|
2024
Q2 | $132M | Sell |
215
-50
| -19% | -$30.6M | 2.16% | 9 |
|
|
2024
Q1 | $168M | Sell |
265
-297
| -53% | -$188M | 2.66% | 5 |
|
|
2023
Q4 | $305M | Sell |
562
-26
| -4% | -$14.1M | 4.46% | 2 |
|
|
2023
Q3 | $313M | Sell |
588
-66
| -10% | -$35.1M | 5.02% | 2 |
|
|
2023
Q2 | $339M | Sell |
654
-56
| -8% | -$29M | 5.14% | 2 |
|
|
2023
Q1 | $331M | Sell |
710
-26
| -4% | -$12.1M | 5.29% | 1 |
|
|
2022
Q4 | $345M | Hold |
736
| – | – | 5.45% | 2 |
|
|
2022
Q3 | $299M | Buy |
736
+2
| +0.3% | +$813K | 5.05% | 2 |
|
|
2022
Q2 | $300M | Hold |
734
| – | – | 4.67% | 2 |
|
|
2022
Q1 | $388M | Hold |
734
| – | – | 5.14% | 2 |
|
|
2021
Q4 | $331M | Buy |
+734
| New | +$331M | 4.18% | 2 |
|