IAG Wealth Partners’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
Q3 | – | Sell |
-2
| Closed | -$1.22M | – | 497 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.25% | 50 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.27% | 46 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.25% | 47 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.3% | 40 |
|
|
2023
Q2 | $1.04M | Buy |
+2
| New | +$1.04M | 0.27% | 44 |
|