Wealth Advisors of Iowa’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 | $2.19M | Hold |
3
| – | – | 0.82% | 20 |
|
|
2025
Q1 | $2.4M | Hold |
3
| – | – | 1.03% | 17 |
|
|
2024
Q4 | $2.04M | Hold |
3
| – | – | 1.03% | 14 |
|
|
2024
Q3 | $2.07M | Sell |
3
-3,567
| -100% | -$2.47B | 1.06% | 14 |
|
|
2024
Q2 | $3.29M | Buy |
3,570
+3,567
| +118,900% | +$3.29M | 1.83% | 8 |
|
|
2024
Q1 | $1.9M | Hold |
3
| – | – | 1.16% | 14 |
|
|
2023
Q4 | $1.63M | Hold |
3
| – | – | 1.09% | 14 |
|
|
2023
Q3 | $1.59M | Hold |
3
| – | – | 1.12% | 13 |
|
|
2023
Q2 | $1.55M | Hold |
3
| – | – | 1.12% | 11 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 1.09% | 13 |
|
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 1.15% | 11 |
|
|
2022
Q3 | $1.22M | Sell |
3
-3,099
| -100% | -$1.26B | 1.14% | 9 |
|
|
2022
Q2 | $3.55M | Buy |
3,102
+6
| +0.2% | +$6.86K | 0.62% | 15 |
|
|
2022
Q1 | $1.09M | Buy |
3,096
+3,093
| +103,100% | +$1.09M | 0.55% | 19 |
|
|
2021
Q4 | $1.35M | Hold |
3
| – | – | 0.74% | 14 |
|
|
2021
Q3 | $1.23M | Hold |
3
| – | – | 0.67% | 15 |
|
|
2021
Q2 | $1.26M | Hold |
3
| – | – | 0.66% | 16 |
|
|
2021
Q1 | $1.16M | Hold |
3
| – | – | 0.64% | 16 |
|
|
2020
Q4 | $1.04M | Hold |
3
| – | – | 0.65% | 14 |
|
|
2020
Q3 | $960K | Hold |
3
| – | – | 0.66% | 11 |
|
|
2020
Q2 | $802K | Sell |
3
-3,833
| -100% | -$1.02B | 0.6% | 11 |
|
|
2020
Q1 | $701K | Buy |
+3,836
| New | +$701K | 0.56% | 9 |
|