SW
SkyOak Wealth’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 | $1.53M | Hold |
2
| – | – | 0.31% | 67 |
|
2025
Q1 | $1.68M | Buy |
+2
| New | +$1.68M | 0.37% | 61 |
|
2023
Q3 | – | Sell |
-2
| Closed | -$1.09M | – | 240 |
|
2023
Q2 | $1.09M | Hold |
2
| – | – | 0.31% | 67 |
|
2023
Q1 | $978K | Hold |
2
| – | – | 0.3% | 72 |
|
2022
Q4 | $984K | Hold |
2
| – | – | 0.33% | 72 |
|
2022
Q3 | $854K | Hold |
2
| – | – | 0.31% | 76 |
|
2022
Q2 | $859K | Hold |
2
| – | – | 0.29% | 80 |
|
2022
Q1 | $1.11M | Hold |
2
| – | – | 0.31% | 79 |
|
2021
Q4 | $946K | Hold |
2
| – | – | 0.24% | 94 |
|
2021
Q3 | $864K | Hold |
2
| – | – | 0.23% | 93 |
|
2021
Q2 | $879K | Hold |
2
| – | – | 0.24% | 93 |
|
2021
Q1 | $863K | Hold |
2
| – | – | 0.24% | 92 |
|
2020
Q4 | $730K | Hold |
2
| – | – | 0.23% | 102 |
|
2020
Q3 | $672K | Hold |
2
| – | – | 0.24% | 97 |
|
2020
Q2 | $561K | Buy |
2
+1
| +100% | +$281K | 0.21% | 113 |
|
2020
Q1 | $299K | Sell |
1
-1
| -50% | -$299K | 0.15% | 157 |
|
2019
Q4 | $713K | Buy |
+2
| New | +$713K | 0.22% | 103 |
|