Oxler Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$1.59M | – | 76 |
|
|
2023
Q3 | $1.59M | Hold |
3
| – | – | 0.8% | 35 |
|
|
2023
Q2 | $1.55M | Hold |
3
| – | – | 0.74% | 39 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 0.69% | 43 |
|
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 0.76% | 39 |
|
|
2022
Q3 | $1.22M | Hold |
3
| – | – | 0.68% | 40 |
|
|
2022
Q2 | $1.23M | Hold |
3
| – | – | 0.59% | 44 |
|
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 0.72% | 42 |
|
|
2021
Q4 | $1.35M | Hold |
3
| – | – | 0.56% | 53 |
|
|
2021
Q3 | $1.23M | Hold |
3
| – | – | 0.54% | 54 |
|
|
2021
Q2 | $1.26M | Sell |
3
-1
| -25% | -$418K | 0.55% | 53 |
|
|
2021
Q1 | $1.54M | Buy |
+4
| New | +$1.54M | 0.78% | 39 |
|