Whitegate Investment Counselors’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 | $4.37M | Hold |
6
| – | – | 1.48% | 18 |
|
|
2025
Q1 | $4.79M | Buy |
+6
| New | +$4.79M | 1.7% | 17 |
|
|
2022
Q2 | – | Sell |
-1,900
| Closed | -$10M | – | 61 |
|
|
2022
Q1 | $10M | Hold |
1,900
| – | – | 3.11% | 13 |
|
|
2021
Q4 | $8.56M | Buy |
+1,900
| New | +$8.56M | 2.52% | 16 |
|
|
2019
Q3 | – | Sell |
-2,300
| Closed | -$7.32M | – | 199 |
|
|
2019
Q2 | $7.32M | Buy |
+2,300
| New | +$7.32M | 1.47% | 17 |
|