AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.66M | Hold |
9
| – | – | 0.23% | 57 |
|
|
2023
Q1 | $4.19M | Hold |
9
| – | – | 0.22% | 54 |
|
|
2022
Q4 | $4.22M | Hold |
9
| – | – | 0.22% | 55 |
|
|
2022
Q3 | $3.66M | Hold |
9
| – | – | 0.21% | 53 |
|
|
2022
Q2 | $3.68M | Buy |
9
+1
| +13% | +$409K | 0.19% | 56 |
|
|
2022
Q1 | $4.23M | Buy |
8
+2
| +33% | +$1.06M | 0.21% | 63 |
|
|
2021
Q4 | $2.7M | Hold |
6
| – | – | 0.13% | 70 |
|
|
2021
Q3 | $2.47M | Hold |
6
| – | – | 0.13% | 70 |
|
|
2021
Q2 | $2.51M | Hold |
6
| – | – | 0.15% | 67 |
|
|
2021
Q1 | $2.31M | Hold |
6
| – | – | 0.16% | 62 |
|
|
2020
Q4 | $2.09M | Hold |
6
| – | – | 0.18% | 57 |
|
|
2020
Q3 | $1.92M | Hold |
6
| – | – | 0.2% | 53 |
|
|
2020
Q2 | $1.6M | Buy |
6
+2
| +50% | +$535K | 0.18% | 54 |
|
|
2020
Q1 | $1.09M | Buy |
+4
| New | +$1.09M | 0.15% | 53 |
|