Wealthspire Advisors (New York)’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 | $8.38M | Sell |
12
-1
| -8% | -$698K | 0.05% | 134 |
|
|
2025
Q1 | $9.98M | Buy |
+13
| New | +$9.98M | 0.06% | 114 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$267K | – | 331 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.02% | 221 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.01% | 407 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.02% | 133 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.03% | 112 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.03% | 69 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.03% | 37 |
|
|
2018
Q4 | $306K | Buy |
+1
| New | +$306K | 0.03% | 52 |
|