KWA
Kingswood 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 | $3.64M | Hold |
5
| – | – | 0.29% | 77 |
|
|
2025
Q1 | $3.99M | Hold |
5
| – | – | 0.36% | 57 |
|
|
2024
Q4 | $3.4M | Buy |
+5
| New | +$3.4M | 0.26% | 81 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$3.06M | – | 676 |
|
|
2024
Q2 | $3.06M | Buy |
5
+2
| +67% | +$1.22M | 0.28% | 79 |
|
|
2024
Q1 | $1.9M | Sell |
3
-2
| -40% | -$1.27M | 0.22% | 111 |
|
|
2023
Q4 | $2.71M | Hold |
5
| – | – | 0.31% | 68 |
|
|
2023
Q3 | $2.66M | Hold |
5
| – | – | 0.45% | 55 |
|
|
2023
Q2 | $2.59M | Buy |
+5
| New | +$2.59M | 0.83% | 25 |
|