Walter & Keenan Wealth Management’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 | $6.56M | Hold |
9
| – | – | 1.91% | 13 |
|
|
2025
Q1 | $7.19M | Hold |
9
| – | – | 2.16% | 9 |
|
|
2024
Q4 | $6.13M | Hold |
9
| – | – | 1.85% | 11 |
|
|
2024
Q3 | $6.22M | Hold |
9
| – | – | 1.89% | 11 |
|
|
2024
Q2 | $5.51M | Hold |
9
| – | – | 1.75% | 13 |
|
|
2024
Q1 | $5.71M | Hold |
9
| – | – | 1.87% | 10 |
|
|
2023
Q4 | $4.88M | Hold |
9
| – | – | 1.75% | 12 |
|
|
2023
Q3 | $4.78M | Hold |
9
| – | – | 1.86% | 11 |
|
|
2023
Q2 | $4.66M | Hold |
9
| – | – | 1.71% | 12 |
|
|
2023
Q1 | $4.19M | Hold |
9
| – | – | 1.59% | 16 |
|
|
2022
Q4 | $4.22M | Hold |
9
| – | – | 1.66% | 14 |
|
|
2022
Q3 | $3.66M | Hold |
9
| – | – | 1.55% | 18 |
|
|
2022
Q2 | $3.68M | Hold |
9
| – | – | 1.46% | 20 |
|
|
2022
Q1 | $4.76M | Hold |
9
| – | – | 1.62% | 18 |
|
|
2021
Q4 | $4.06M | Hold |
9
| – | – | 1.32% | 24 |
|
|
2021
Q3 | $3.7M | Buy |
+9
| New | +$3.7M | 1.26% | 24 |
|
|
2021
Q2 | – | Sell |
-9
| Closed | -$3.47M | – | 144 |
|
|
2021
Q1 | $3.47M | Hold |
9
| – | – | 1.23% | 25 |
|
|
2020
Q4 | $3.13M | Hold |
9
| – | – | 1.13% | 27 |
|
|
2020
Q3 | $2.88M | Hold |
9
| – | – | 1.14% | 28 |
|
|
2020
Q2 | $2.41M | Sell |
9
-38
| -81% | -$10.2M | 0.98% | 33 |
|
|
2020
Q1 | $12.3M | Buy |
47
+38
| +422% | +$9.93M | 4.87% | 7 |
|
|
2019
Q4 | $3.06M | Sell |
9
-891
| -99% | -$303M | 1.18% | 26 |
|
|
2019
Q3 | $2.81M | Hold |
900
| – | – | 1.06% | 32 |
|
|
2019
Q2 | $2.87M | Hold |
900
| – | – | 1.26% | 26 |
|
|
2019
Q1 | $2.71M | Hold |
900
| – | – | 1.19% | 26 |
|
|
2018
Q4 | $2.75M | Hold |
900
| – | – | 1.24% | 25 |
|
|
2018
Q3 | $2.88K | Hold |
900
| – | – | 0.86% | 26 |
|
|
2018
Q2 | $2.54M | Hold |
900
| – | – | 1.09% | 30 |
|
|
2018
Q1 | $2.69M | Hold |
900
| – | – | 1.16% | 26 |
|
|
2017
Q4 | $2.68M | Hold |
900
| – | – | 1.13% | 27 |
|
|
2017
Q3 | $2.47M | Hold |
900
| – | – | 1.14% | 24 |
|
|
2017
Q2 | $2.29M | Hold |
900
| – | – | 1.15% | 26 |
|
|
2017
Q1 | $2.25M | Sell |
900
-100
| -10% | -$250K | 1.17% | 26 |
|
|
2016
Q4 | $2.44M | Buy |
1,000
+200
| +25% | +$488K | 1.3% | 23 |
|
|
2016
Q3 | $1.73M | Hold |
800
| – | – | 0.95% | 38 |
|
|
2016
Q2 | $1.74M | Hold |
800
| – | – | 0.97% | 37 |
|
|
2016
Q1 | $1.71M | Hold |
800
| – | – | 0.98% | 33 |
|
|
2015
Q4 | $1.58M | Buy |
800
+500
| +167% | +$989K | 0.92% | 37 |
|
|
2015
Q3 | $586K | Hold |
300
| – | – | 0.36% | 66 |
|
|
2015
Q2 | $615K | Hold |
300
| – | – | 0.36% | 72 |
|
|
2015
Q1 | $653K | Hold |
300
| – | – | 0.37% | 71 |
|
|
2014
Q4 | $678K | Hold |
300
| – | – | 0.39% | 68 |
|
|
2014
Q3 | $621K | Hold |
300
| – | – | 0.36% | 70 |
|
|
2014
Q2 | $570K | Buy |
300
+297
| +9,900% | +$564K | 0.3% | 80 |
|
|
2014
Q1 | $562K | Buy |
+3
| New | +$562K | 0.31% | 78 |
|