SMART Wealth’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
Q1 | – | Sell |
-3
| Closed | -$2.04M | – | 157 |
|
|
2024
Q4 | $2.04M | Buy |
+3
| New | +$2.04M | 0.73% | 42 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$1.55M | – | 75 |
|
|
2023
Q2 | $1.55M | Hold |
3
| – | – | 1.17% | 25 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 1.23% | 25 |
|
|
2022
Q4 | $1.41M | Buy |
+3
| New | +$1.41M | 1.06% | 31 |
|