SIA
Schechter Investment 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
Q1 | $798K | Hold |
1
| – | – | 0.07% | 266 |
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.05% | 316 |
|
2024
Q3 | $691K | Sell |
1
-1
| -50% | -$691K | 0.05% | 327 |
|
2024
Q2 | $1.22M | Buy |
2
+1
| +100% | +$612K | 0.09% | 199 |
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.05% | 337 |
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.05% | 338 |
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.05% | 326 |
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.05% | 379 |
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.04% | 423 |
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.04% | 520 |
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.04% | 574 |
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.04% | 588 |
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.05% | 508 |
|
2021
Q4 | $451K | Buy |
+1
| New | +$451K | 0.04% | 538 |
|