Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.72M | Hold |
4
| – | – | 2.4% | 9 |
|
|
2024
Q3 | $2.77M | Hold |
4
| – | – | 2.05% | 11 |
|
|
2024
Q2 | $2.45M | Sell |
4
-6
| -60% | -$3.67M | 0.2% | 96 |
|
|
2024
Q1 | $6.34M | Hold |
10
| – | – | 0.56% | 38 |
|
|
2023
Q4 | $5.43M | Sell |
10
-2
| -17% | -$1.09M | 0.53% | 35 |
|
|
2023
Q3 | $6.38M | Buy |
12
+3
| +33% | +$1.59M | 0.67% | 29 |
|
|
2023
Q2 | $4.66M | Buy |
+9
| New | +$4.66M | 0.47% | 43 |
|