Secure Asset Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$729K Hold
1
0.13% 155
2025
Q1
$798K Hold
1
0.16% 134
2024
Q4
$681K Hold
1
0.1% 166
2024
Q3
$691K Hold
1
0.12% 157
2024
Q2
$612K Hold
1
0.12% 153
2024
Q1
$634K Hold
1
0.15% 117
2023
Q4
$543K Hold
1
0.15% 120
2023
Q3
$531K Hold
1
0.16% 120
2023
Q2
$518K Hold
1
0.16% 112
2023
Q1
$466K Buy
+1
New +$466K 0.16% 119