United Capital Financial 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 | $3.64M | Hold |
5
| – | – | 0.03% | 324 |
|
|
2025
Q1 | $3.99M | Buy |
5
+1
| +25% | +$798K | 0.03% | 302 |
|
|
2024
Q4 | $2.72M | Hold |
4
| – | – | 0.02% | 359 |
|
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 0.02% | 353 |
|
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 0.02% | 365 |
|
|
2024
Q1 | $2.54M | Hold |
4
| – | – | 0.02% | 383 |
|
|
2023
Q4 | $2.17M | Sell |
4
-2
| -33% | -$1.09M | 0.02% | 406 |
|
|
2023
Q3 | $3.19M | Buy |
6
+2
| +50% | +$1.06M | 0.02% | 360 |
|
|
2023
Q2 | $2.07M | Buy |
4
+2
| +100% | +$1.04M | 0.01% | 440 |
|
|
2023
Q1 | $931K | Sell |
2
-9
| -82% | -$4.19M | 0.01% | 596 |
|
|
2022
Q4 | $5.16M | Buy |
11
+1
| +10% | +$469K | 0.03% | 323 |
|
|
2022
Q3 | $4.07M | Hold |
10
| – | – | 0.02% | 353 |
|
|
2022
Q2 | $4.09M | Sell |
10
-1
| -9% | -$409K | 0.02% | 367 |
|
|
2022
Q1 | $5.82M | Sell |
11
-1
| -8% | -$529K | 0.03% | 342 |
|
|
2021
Q4 | $5.41M | Hold |
12
| – | – | 0.02% | 362 |
|
|
2021
Q3 | $4.94M | Buy |
12
+3
| +33% | +$1.23M | 0.02% | 374 |
|
|
2021
Q2 | $3.77M | Sell |
9
-8
| -47% | -$3.35M | 0.02% | 416 |
|
|
2021
Q1 | $6.56M | Buy |
17
+10
| +143% | +$3.86M | 0.04% | 317 |
|
|
2020
Q4 | $2.44M | Hold |
7
| – | – | 0.01% | 463 |
|
|
2020
Q3 | $2.24M | Hold |
7
| – | – | 0.01% | 474 |
|
|
2020
Q2 | $1.87M | Sell |
7
-4
| -36% | -$1.07M | 0.01% | 533 |
|
|
2020
Q1 | $2.99M | Buy |
11
+1
| +10% | +$272K | 0.02% | 418 |
|
|
2019
Q4 | $3.4M | Buy |
10
+1
| +11% | +$340K | 0.02% | 490 |
|
|
2019
Q3 | $2.81M | Hold |
9
| – | – | 0.02% | 521 |
|
|
2019
Q2 | $2.87M | Buy |
9
+2
| +29% | +$637K | 0.02% | 522 |
|
|
2019
Q1 | $2.11M | Hold |
7
| – | – | 0.01% | 575 |
|
|
2018
Q4 | $2.14M | Buy |
7
+1
| +17% | +$306K | 0.02% | 541 |
|
|
2018
Q3 | $1.92M | Sell |
6
-1
| -14% | -$320K | 0.01% | 625 |
|
|
2018
Q2 | $1.97M | Hold |
7
| – | – | 0.01% | 594 |
|
|
2018
Q1 | $2.09M | Sell |
7
-1
| -13% | -$299K | 0.02% | 576 |
|
|
2017
Q4 | $2.39M | Buy |
8
+1
| +14% | +$299K | 0.02% | 550 |
|
|
2017
Q3 | $1.92M | Hold |
7
| – | – | 0.02% | 581 |
|
|
2017
Q2 | $1.78M | Sell |
7
-2
| -22% | -$509K | 0.02% | 606 |
|
|
2017
Q1 | $2.25M | Hold |
9
| – | – | 0.02% | 534 |
|
|
2016
Q4 | $2.2M | Hold |
9
| – | – | 0.02% | 544 |
|
|
2016
Q3 | $1.95M | Hold |
9
| – | – | 0.02% | 596 |
|
|
2016
Q2 | $1.95M | Hold |
9
| – | – | 0.02% | 554 |
|
|
2016
Q1 | $1.92M | Buy |
9
+2
| +29% | +$427K | 0.02% | 542 |
|
|
2015
Q4 | $1.39M | Hold |
7
| – | – | 0.02% | 617 |
|
|
2015
Q3 | $1.37M | Hold |
7
| – | – | 0.02% | 612 |
|
|
2015
Q2 | $1.43M | Hold |
7
| – | – | 0.02% | 659 |
|
|
2015
Q1 | $1.49M | Hold |
7
| – | – | 0.02% | 630 |
|
|
2014
Q4 | $1.58M | Buy |
7
+1
| +17% | +$226K | 0.02% | 530 |
|
|
2014
Q3 | $1.24M | Buy |
+6
| New | +$1.24M | 0.02% | 552 |
|
|
2014
Q2 | – | Sell |
-6
| Closed | -$1.12M | – | 807 |
|
|
2014
Q1 | $1.12M | Buy |
6
+3
| +100% | +$562K | 0.02% | 456 |
|
|
2013
Q4 | $534K | Sell |
3
-3
| -50% | -$534K | 0.02% | 423 |
|
|
2013
Q3 | $1.02M | Sell |
6
-7
| -54% | -$1.19M | 0.03% | 340 |
|
|
2013
Q2 | $2.19M | Buy |
+13
| New | +$2.19M | 0.06% | 295 |
|