Mission 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 | $2.19M | Hold |
3
| – | – | 0.05% | 196 |
|
|
2025
Q1 | $2.4M | Buy |
3
+2
| +200% | +$1.6M | 0.06% | 170 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.02% | 346 |
|
|
2024
Q3 | $691K | Buy |
+1
| New | +$691K | 0.02% | 346 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1.7M | – | 301 |
|
|
2019
Q4 | $1.7M | Hold |
5
| – | – | 0.16% | 80 |
|
|
2019
Q3 | $1.56M | Buy |
5
+4
| +400% | +$1.25M | 0.17% | 75 |
|
|
2019
Q2 | $318K | Buy |
+1
| New | +$318K | 0.04% | 231 |
|
|
2017
Q2 | – | Sell |
-2
| Closed | -$500K | – | 194 |
|
|
2017
Q1 | $500K | Buy |
+2
| New | +$500K | 0.1% | 98 |
|