SFMG 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 | $2.92M | Hold |
4
| – | – | 0.22% | 57 |
|
|
2025
Q1 | $3.19M | Buy |
4
+3
| +300% | +$2.4M | 0.25% | 52 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.05% | 120 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.06% | 114 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.05% | 119 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.05% | 128 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.05% | 118 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.05% | 120 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.05% | 136 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.05% | 138 |
|
|
2022
Q3 | $399K | Hold |
1
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.05% | 142 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.05% | 138 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.04% | 164 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.05% | 163 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.05% | 166 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.04% | 165 |
|
|
2020
Q4 | $348K | Buy |
+1
| New | +$348K | 0.04% | 157 |
|