BWP
Balboa Wealth Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Hold |
8
| – | – | 1.17% | 17 |
|
|
2025
Q1 | $6.39M | Buy |
+8
| New | +$6.39M | 1.54% | 12 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$3.11M | – | 282 |
|
|
2023
Q2 | $3.11M | Hold |
6
| – | – | 1.08% | 14 |
|
|
2023
Q1 | $2.79M | Hold |
6
| – | – | 1.06% | 16 |
|
|
2022
Q4 | $2.81M | Hold |
6
| – | – | 1.27% | 12 |
|
|
2022
Q3 | $2.44M | Buy |
+6
| New | +$2.44M | 1.07% | 14 |
|