Meritas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.4% | 29 |
|
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.47% | 27 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$518K | – | 43 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.39% | 26 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.37% | 27 |
|
|
2022
Q4 | $469K | Buy |
+1
| New | +$469K | 0.39% | 26 |
|