Bright Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
7
+3
| +75% | +$2.19M | 2.83% | 9 |
|
|
2025
Q1 | $3.19M | Hold |
4
| – | – | 1.96% | 14 |
|
|
2024
Q4 | $2.72M | Hold |
4
| – | – | 1.71% | 17 |
|
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 1.76% | 15 |
|
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 1.73% | 16 |
|
|
2024
Q1 | $2.42M | Buy |
+4
| New | +$2.42M | 1.81% | 14 |
|