Sax Wealth Advisors’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
$33.5M Hold
46
2.02% 10
2025
Q1
$36.7M Buy
+46
New +$36.7M 2.63% 7