JWA
JFS Wealth 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 | $13.8M | Hold |
19
| – | – | 0.88% | 25 |
|
|
2025
Q1 | $15.2M | Buy |
+19
| New | +$15.2M | 1.03% | 21 |
|
|
2016
Q1 | – | Sell |
-19
| Closed | -$3.76M | – | 629 |
|
|
2015
Q4 | $3.76M | Hold |
19
| – | – | 1.08% | 25 |
|
|
2015
Q3 | $3.71M | Buy |
+19
| New | +$3.71M | 1.63% | 17 |
|
|
2015
Q2 | – | Sell |
-1,900
| Closed | -$4.13M | – | 507 |
|
|
2015
Q1 | $4.13M | Hold |
1,900
| – | – | 1.94% | 15 |
|
|
2014
Q4 | $429M | Hold |
1,900
| – | – | 68.23% | 1 |
|
|
2014
Q3 | $393M | Hold |
1,900
| – | – | 68.71% | 1 |
|
|
2014
Q2 | $361M | Buy |
1,900
+1,881
| +9,900% | +$357M | 66.05% | 1 |
|
|
2014
Q1 | $3.56M | Sell |
19
-1
| -5% | -$187K | 1.97% | 13 |
|
|
2013
Q4 | $3.56M | Hold |
20
| – | – | 1.55% | 15 |
|
|
2013
Q3 | $3.41M | Hold |
20
| – | – | 1.59% | 15 |
|
|
2013
Q2 | $3.37M | Buy |
+20
| New | +$3.37M | 1.69% | 14 |
|