Wealthcare Advisory Partners’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 | $5.83M | Sell |
8
-1
| -11% | -$729K | 0.13% | 140 |
|
|
2025
Q1 | $7.19M | Buy |
9
+1
| +13% | +$798K | 0.19% | 99 |
|
|
2024
Q4 | $5.45M | Sell |
8
-1
| -11% | -$681K | 0.15% | 127 |
|
|
2024
Q3 | $6.22M | Buy |
9
+7
| +350% | +$4.84M | 0.18% | 107 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.04% | 334 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.04% | 316 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.04% | 302 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.05% | 265 |
|
|
2023
Q2 | $1.04M | Buy |
2
+1
| +100% | +$518K | 0.05% | 280 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.02% | 473 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.02% | 439 |
|
|
2022
Q3 | $406K | Buy |
+1
| New | +$406K | 0.02% | 413 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | -$1.67M | – | 549 |
|
|
2021
Q2 | $1.67M | Hold |
4
| – | – | 0.11% | 118 |
|
|
2021
Q1 | $1.54M | Hold |
4
| – | – | 0.11% | 114 |
|
|
2020
Q4 | $1.39M | Hold |
4
| – | – | 0.12% | 103 |
|
|
2020
Q3 | $1.28M | Hold |
4
| – | – | 0.14% | 89 |
|
|
2020
Q2 | $1.07M | Hold |
4
| – | – | 0.13% | 97 |
|
|
2020
Q1 | $1.09M | Buy |
+4
| New | +$1.09M | 0.16% | 82 |
|