EPA
Element Pointe Advisors’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 | $1.46M | Buy |
2
+1
| +100% | +$729K | 0.35% | 28 |
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.19% | 37 |
|
2023
Q4 | – | Sell |
-1
| Closed | -$531K | – | 82 |
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.14% | 39 |
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.13% | 41 |
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.13% | 40 |
|
2022
Q4 | $469K | Buy |
+1
| New | +$469K | 0.14% | 38 |
|