WA
Waverly Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Hold |
28
| – | – | 0.22% | 93 |
|
|
2025
Q1 | $22.4M | Buy |
28
+22
| +367% | +$17.6M | 0.27% | 80 |
|
|
2024
Q4 | $4.09M | Hold |
6
| – | – | 0.06% | 247 |
|
|
2024
Q3 | $4.15M | Hold |
6
| – | – | 0.08% | 216 |
|
|
2024
Q2 | $3.67M | Sell |
6
-22
| -79% | -$13.5M | 0.07% | 224 |
|
|
2024
Q1 | $17.8M | Buy |
28
+26
| +1,300% | +$16.5M | 0.42% | 47 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.04% | 211 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.05% | 190 |
|
|
2023
Q2 | $1.04M | Buy |
+2
| New | +$1.04M | 0.05% | 181 |
|
|
2018
Q4 | – | Sell |
-3
| Closed | -$960K | – | 130 |
|
|
2018
Q3 | $960K | Hold |
3
| – | – | 0.14% | 83 |
|
|
2018
Q2 | $846K | Hold |
3
| – | – | 0.13% | 89 |
|
|
2018
Q1 | $897K | Sell |
3
-1
| -25% | -$299K | 0.15% | 84 |
|
|
2017
Q4 | $1.19M | Hold |
4
| – | – | 0.17% | 83 |
|
|
2017
Q3 | $1.1M | Hold |
4
| – | – | 0.24% | 77 |
|
|
2017
Q2 | $1.02M | Buy |
4
+1
| +33% | +$255K | 0.26% | 72 |
|
|
2017
Q1 | $750K | Buy |
+3
| New | +$750K | 0.2% | 94 |
|
|
2014
Q2 | – | Sell |
-2
| Closed | -$375K | – | 724 |
|
|
2014
Q1 | $375K | Hold |
2
| – | – | 0.17% | 72 |
|
|
2013
Q4 | $356K | Hold |
2
| – | – | 0.13% | 97 |
|
|
2013
Q3 | $341K | Hold |
2
| – | – | 0.17% | 61 |
|
|
2013
Q2 | $337K | Buy |
+2
| New | +$337K | 0.19% | 62 |
|