Back to BRK/A

James T. Borello RIA → BRK/A

James T. Borello RIA BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
24
Latest value
$234K
Q3 2026
Peak value
$42.3M
First seen
Q4 2023

Dollar value over time

Show data table
PeriodPosition value
Q4 2023$513K
Q1 2024$1.8M
Q2 2024$1.7M
Q3 2024$1.9M
Q4 2024$1.9M
Q1 2025$42.3M
Q1 2025$2.3M
Q2 2025$38.6M
Q2 2025$2.1M
Q3 2025$40M
Q3 2025$2.2M
Q3 2025$95K
Q4 2025$40M
Q4 2025$2.2M
Q4 2025$138K
Q1 2026$38.1M
Q1 2026$2.1M
Q1 2026$254K
Q2 2026$24.7M
Q2 2026$2.1M
Q2 2026$226K
Q3 2026$24.7M
Q3 2026$2.1M
Q3 2026$234K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$234K469——
Q3 2026$2.1M4.3K——
Q3 2026$24.7M33——
Q2 2026$226K452——
Q2 2026$2.1M4.3K——
Q2 2026$24.7M33——
Q1 2026$254K531——
Q1 2026$2.1M4.3K——
Q1 2026$38.1M53——
Q4 2025$138K275——
Q4 2025$2.2M4.3K——
Q4 2025$40M53——
Q3 2025$95K188——
Q3 2025$2.2M4.3K——
Q3 2025$40M53——
Q2 2025$2.1M4.3K——
Q2 2025$38.6M53——
Q1 2025$2.3M4.3K——
Q1 2025$42.3M53——
Q4 2024$1.9M4.2K——
Q3 2024$1.9M4.2K——
Q2 2024$1.7M4.2K——
Q1 2024$1.8M4.2K——
Q4 2023$513K1.4K——

Other funds holding BRK/A

Other James T. Borello RIA positions

COF-PN

CAPITAL GROUP CORE EQUITY ET

$44M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$42.7M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$35.9M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$35.3M
STT-PG

SPDR SERIES TRUST

$35.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$33.4M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$33.1M
STT-PG

SPDR SERIES TRUST

$32M