Schwarz Dygos Wheeler Investment 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 | $3.64M | Hold |
5
| – | – | 0.83% | 31 |
|
|
2025
Q1 | $3.99M | Hold |
5
| – | – | 0.95% | 27 |
|
|
2024
Q4 | $3.4M | Hold |
5
| – | – | 0.84% | 28 |
|
|
2024
Q3 | $3.46M | Hold |
5
| – | – | 0.86% | 27 |
|
|
2024
Q2 | $3.06M | Hold |
5
| – | – | 0.82% | 29 |
|
|
2024
Q1 | $3.17M | Hold |
5
| – | – | 0.89% | 26 |
|
|
2023
Q4 | $2.71M | Hold |
5
| – | – | 0.83% | 28 |
|
|
2023
Q3 | $2.66M | Hold |
5
| – | – | 0.9% | 25 |
|
|
2023
Q2 | $2.59M | Hold |
5
| – | – | 0.85% | 29 |
|
|
2023
Q1 | $2.33M | Hold |
5
| – | – | 0.84% | 31 |
|
|
2022
Q4 | $2.34M | Hold |
5
| – | – | 0.92% | 31 |
|
|
2022
Q3 | $2.03M | Sell |
5
-1
| -17% | -$406K | 0.9% | 31 |
|
|
2022
Q2 | $2.45M | Hold |
6
| – | – | 0.99% | 25 |
|
|
2022
Q1 | $3.17M | Hold |
6
| – | – | 1.07% | 22 |
|
|
2021
Q4 | $2.7M | Hold |
6
| – | – | 0.92% | 29 |
|
|
2021
Q3 | $2.47M | Hold |
6
| – | – | 0.9% | 33 |
|
|
2021
Q2 | $2.51M | Hold |
6
| – | – | 0.91% | 31 |
|
|
2021
Q1 | $2.31M | Hold |
6
| – | – | 0.95% | 29 |
|
|
2020
Q4 | $2.09M | Hold |
6
| – | – | 1% | 28 |
|
|
2020
Q3 | $1.92M | Buy |
6
+2
| +50% | +$640K | 1.09% | 26 |
|
|
2020
Q2 | $1.1M | Hold |
4
| – | – | 0.72% | 33 |
|
|
2020
Q1 | $1.09M | Hold |
4
| – | – | 0.92% | 27 |
|
|
2019
Q4 | $1.36M | Hold |
4
| – | – | 0.93% | 30 |
|
|
2019
Q3 | $1.25M | Hold |
4
| – | – | 0.99% | 27 |
|
|
2019
Q2 | $1.27M | Hold |
4
| – | – | 1.05% | 27 |
|
|
2019
Q1 | $1.21M | Hold |
4
| – | – | 1.03% | 27 |
|
|
2018
Q4 | $1.22M | Buy |
+4
| New | +$1.22M | 1.32% | 20 |
|