Veritable’s Berkshire Hathaway Class A BRK.A Stock Holding History

Veritable’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
2023 Q3	–	Sell	-47	Closed	-$24.3M	–	102
2023 Q2	$24.3M	Sell	47 -2	-4%	-$1.04M	0.38%	29
2023 Q1	$22.8M	Hold	49	–	–	0.37%	27
2022 Q4	$23M	Hold	49	–	–	0.39%	28
2022 Q3	$19.9M	Sell	49 -4	-8%	-$1.63M	0.39%	28
2022 Q2	$21.7M	Hold	53	–	–	0.39%	31
2022 Q1	$28M	Hold	53	–	–	0.43%	27
2021 Q4	$23.9M	Hold	53	–	–	0.35%	35
2021 Q3	$21.8M	Hold	53	–	–	0.35%	35
2021 Q2	$22.2M	Hold	53	–	–	0.36%	34
2021 Q1	$20.4M	Sell	53 -5	-9%	-$1.93M	0.35%	34
2020 Q4	$20.2M	Buy	58 +4	+7%	+$1.39M	0.37%	34
2020 Q3	$17.3M	Buy	54 +3	+6%	+$960K	0.35%	35
2020 Q2	$13.6M	Hold	51	–	–	0.29%	45
2020 Q1	$13.9M	Sell	51 -2	-4%	-$544K	0.34%	38
2019 Q4	$18M	Hold	53	–	–	0.33%	38
2019 Q3	$16.5M	Buy	53 +2	+4%	+$624K	0.32%	39
2019 Q2	$16.2M	Hold	51	–	–	0.32%	38
2019 Q1	$15.4M	Hold	51	–	–	0.31%	41
2018 Q4	$15.6M	Sell	51 -1	-2%	-$306K	0.36%	35
2018 Q3	$16.6M	Hold	52	–	–	0.33%	32
2018 Q2	$14.7M	Hold	52	–	–	0.31%	37
2018 Q1	$15.6M	Sell	52 -1	-2%	-$299K	0.33%	35
2017 Q4	$15.8M	Sell	53 -2	-4%	-$595K	0.32%	36
2017 Q3	$15.1M	Sell	55 -3	-5%	-$824K	0.32%	40
2017 Q2	$14.8M	Sell	58 -2	-3%	-$509K	0.34%	38
2017 Q1	$15M	Sell	60 -4	-6%	-$999K	0.36%	35
2016 Q4	$15.6M	Sell	64 -4	-6%	-$977K	0.38%	33
2016 Q3	$14.7M	Hold	68	–	–	0.37%	33
2016 Q2	$14.8M	Hold	68	–	–	0.38%	34
2016 Q1	$14.5M	Sell	68 -2	-3%	-$427K	0.38%	35
2015 Q4	$13.8M	Hold	70	–	–	0.38%	35
2015 Q3	$13.7M	Sell	70 -7	-9%	-$1.37M	0.4%	33
2015 Q2	$15.8M	Sell	77 -4	-5%	-$819K	0.43%	31
2015 Q1	$17.6M	Buy	81 +2	+3%	+$435K	0.37%	41
2014 Q4	$17.9M	Hold	79	–	–	0.37%	40
2014 Q3	$16.3M	Hold	79	–	–	0.35%	46
2014 Q2	$15M	Sell	79 -3	-4%	-$570K	0.31%	48
2014 Q1	$15.4M	Hold	82	–	–	0.33%	49
2013 Q4	$14.6M	Sell	82 -3	-4%	-$534K	0.32%	51
2013 Q3	$14.5M	Sell	85 -2	-2%	-$341K	0.34%	47
2013 Q2	$14.7M	Buy	+87	New	+$14.7M	0.35%	46