Axxcess Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
3
| – | – | 0.05% | 274 |
|
|
2025
Q1 | $2.4M | Buy |
+3
| New | +$2.4M | 0.06% | 235 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$518K | – | 806 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.04% | 344 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.04% | 386 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.04% | 366 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.04% | 351 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.04% | 339 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.04% | 341 |
|
|
2021
Q4 | $451K | Buy |
+1
| New | +$451K | 0.03% | 378 |
|