Univest Financial’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 | $1.46M | Hold |
2
| – | – | 0.09% | 129 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.1% | 127 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.09% | 138 |
|
|
2024
Q3 | $1.38M | Buy |
+2
| New | +$1.38M | 0.09% | 132 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | -$217K | – | 91 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.1% | 89 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.1% | 91 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 89 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.09% | 84 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.1% | 81 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.1% | 77 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.1% | 77 |
|