SSWM
Sheets Smith Wealth 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 | $1.46M | Hold |
2
| – | – | 0.17% | 121 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.2% | 115 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.17% | 123 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.17% | 125 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.15% | 139 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.14% | 144 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.15% | 133 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.16% | 129 |
|
|
2023
Q2 | $1.04M | Buy |
+2
| New | +$1.04M | 0.15% | 135 |
|