Endowment Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$543K | – | 133 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.45% | 53 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.48% | 57 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.47% | 56 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.47% | 60 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.52% | 49 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.49% | 56 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.49% | 57 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.56% | 43 |
|
|
2021
Q4 | $451K | Buy |
+1
| New | +$451K | 0.46% | 45 |
|