Williams Jones Wealth Management’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 | $21.9M | Sell |
30
-4
| -12% | -$2.92M | 0.26% | 66 |
|
|
2025
Q1 | $27.1M | Buy |
34
+4
| +13% | +$3.19M | 0.35% | 55 |
|
|
2024
Q4 | $20.4M | Hold |
30
| – | – | 0.25% | 69 |
|
|
2024
Q3 | $20.7M | Hold |
30
| – | – | 0.24% | 70 |
|
|
2024
Q2 | $18.4M | Hold |
30
| – | – | 0.23% | 78 |
|
|
2024
Q1 | $19M | Sell |
30
-2
| -6% | -$1.27M | 0.24% | 75 |
|
|
2023
Q4 | $17.4M | Hold |
32
| – | – | 0.24% | 77 |
|
|
2023
Q3 | $17M | Sell |
32
-4
| -11% | -$2.13M | 0.26% | 75 |
|
|
2023
Q2 | $18.6M | Hold |
36
| – | – | 0.28% | 72 |
|
|
2023
Q1 | $16.8M | Hold |
36
| – | – | 0.26% | 74 |
|
|
2022
Q4 | $16.9M | Hold |
36
| – | – | 0.28% | 69 |
|
|
2022
Q3 | $14.6M | Hold |
36
| – | – | 0.25% | 76 |
|
|
2022
Q2 | $14.7M | Buy |
36
+1
| +3% | +$409K | 0.24% | 79 |
|
|
2022
Q1 | $18.5M | Buy |
35
+1
| +3% | +$529K | 0.26% | 72 |
|
|
2021
Q4 | $15.3M | Hold |
34
| – | – | 0.19% | 81 |
|
|
2021
Q3 | $14M | Hold |
34
| – | – | 0.2% | 84 |
|
|
2021
Q2 | $14.2M | Sell |
34
-1
| -3% | -$419K | 0.2% | 83 |
|
|
2021
Q1 | $13.5M | Hold |
35
| – | – | 0.21% | 81 |
|
|
2020
Q4 | $12.2M | Hold |
35
| – | – | 0.2% | 81 |
|
|
2020
Q3 | $11.2M | Hold |
35
| – | – | 0.21% | 77 |
|
|
2020
Q2 | $9.36M | Buy |
35
+1
| +3% | +$267K | 0.19% | 83 |
|
|
2020
Q1 | $9.25M | Sell |
34
-3
| -8% | -$816K | 0.24% | 71 |
|
|
2019
Q4 | $12.6M | Hold |
37
| – | – | 0.24% | 78 |
|
|
2019
Q3 | $11.5M | Buy |
+37
| New | +$11.5M | 0.24% | 79 |
|