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Valeo Financial Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History

Valeo Financial Advisors’s Portfolio BRK.A Stock Details BRK.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.2M Hold
14
– – 0.25% 47
2025
Q1 		$11.2M Hold
14
– – 0.31% 40
2024
Q4 		$9.53M Hold
14
– – 0.27% 44
2024
Q3 		$9.68M Hold
14
– – 0.28% 44
2024
Q2 		$8.57M Hold
14
– – 0.27% 45
2024
Q1 		$8.59M Hold
14
– – 0.31% 42
2023
Q4 		$7.6M Hold
14
– – 0.31% 44
2023
Q3 		$7.44M Hold
14
– – 0.34% 40
2023
Q2 		$7.25M Hold
14
– – 0.33% 41
2023
Q1 		$6.52M Hold
14
– – 0.31% 46
2022
Q4 		$6.56M Hold
14
– – 0.36% 42
2022
Q3 		$5.69M Hold
14
– – 0.36% 39
2022
Q2 		$5.73M Hold
14
– – 0.36% 43
2022
Q1 		$7.41M Hold
14
– – 0.38% 37
2021
Q4 		$6.31M Hold
14
– – 0.34% 41
2021
Q3 		$5.76M Hold
14
– – 0.33% 42
2021
Q2 		$5.86M Buy
14
+1
+8% +$419K 0.36% 40
2021
Q1 		$5.01M Hold
13
– – 0.23% 50
2020
Q4 		$4.52M Sell
13
-3
-19% -$1.04M 0.23% 52
2020
Q3 		$5.12M Buy
16
+1
+7% +$320K 0.45% 33
2020
Q2 		$4.01M Hold
15
– – 0.37% 39
2020
Q1 		$4.36M Hold
15
– – 0.46% 34
2019
Q4 		$5.09M Hold
15
– – 0.49% 34
2019
Q3 		$4.68M Sell
15
-1
-6% -$312K 0.52% 31
2019
Q2 		$5.09M Hold
16
– – 0.58% 30
2019
Q1 		$4.82M Hold
16
– – 0.59% 32
2018
Q4 		$4.9M Hold
16
– – 0.69% 29
2018
Q3 		$4.92M Hold
16
– – 0.66% 27
2018
Q2 		$4.96M Buy
16
+3
+23% +$931K 0.7% 29
2018
Q1 		$3.89M Buy
13
+1
+8% +$299K 0.62% 32
2017
Q4 		$3.57M Buy
12
+1
+9% +$298K 0.59% 37
2017
Q3 		$3.02M Buy
+11
New +$3.02M 0.68% 30