Smith Salley Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Smith Salley Wealth Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$729K	Hold	1	–	–	0.04%	160
2025 Q1	$798K	Buy	+1	New	+$798K	0.05%	149
2024 Q1	–	Sell	-1	Closed	-$543K	–	225
2023 Q4	$543K	Hold	1	–	–	0.04%	175
2023 Q3	$531K	Hold	1	–	–	0.04%	170
2023 Q2	$518K	Sell	1 -1	-50%	-$518K	0.04%	167
2023 Q1	$931K	Hold	2	–	–	0.07%	133
2022 Q4	$937K	Buy	2 +1	+100%	+$469K	0.08%	130
2022 Q3	$406K	Hold	1	–	–	0.04%	173
2022 Q2	$409K	Hold	1	–	–	0.04%	179
2022 Q1	$529K	Hold	1	–	–	0.04%	176
2021 Q4	$451K	Hold	1	–	–	0.03%	187
2021 Q3	$411K	Hold	1	–	–	0.03%	193
2021 Q2	$419K	Hold	1	–	–	0.03%	195
2021 Q1	$386K	Hold	1	–	–	0.03%	190
2020 Q4	$348K	Hold	1	–	–	0.04%	180
2020 Q3	$320K	Hold	1	–	–	0.04%	158
2020 Q2	$267K	Hold	1	–	–	0.04%	165
2020 Q1	$272K	Hold	1	–	–	0.05%	156
2019 Q4	$340K	Hold	1	–	–	0.04%	158
2019 Q3	$312K	Hold	1	–	–	0.04%	162
2019 Q2	$318K	Hold	1	–	–	0.05%	156
2019 Q1	$301K	Hold	1	–	–	0.05%	152
2018 Q4	$306K	Hold	1	–	–	0.06%	142
2018 Q3	$320K	Hold	1	–	–	0.05%	149
2018 Q2	$282K	Hold	1	–	–	0.05%	152
2018 Q1	$299K	Hold	1	–	–	0.05%	143
2017 Q4	$298K	Hold	1	–	–	0.05%	147
2017 Q3	$275K	Hold	1	–	–	0.05%	142
2017 Q2	$255K	Hold	1	–	–	0.05%	152
2017 Q1	$250K	Hold	1	–	–	0.05%	149
2016 Q4	$244K	Hold	1	–	–	0.05%	136
2016 Q3	$216K	Hold	1	–	–	0.05%	146
2016 Q2	$217K	Hold	1	–	–	0.05%	149
2016 Q1	$213K	Buy	+1	New	+$213K	0.05%	150
2015 Q3	–	Sell	-1	Closed	-$205K	–	154
2015 Q2	$205K	Hold	1	–	–	0.05%	155
2015 Q1	$218K	Hold	1	–	–	0.06%	152
2014 Q4	$226K	Hold	1	–	–	0.06%	155
2014 Q3	$207K	Sell	1 -3	-75%	-$621K	0.05%	169
2014 Q2	$760K	Buy	4 +2	+100%	+$380K	0.2%	115
2014 Q1	$375K	Sell	2 -2	-50%	-$375K	0.23%	79
2013 Q4	$712K	Hold	4	–	–	0.46%	55
2013 Q3	$682K	Buy	4 +2	+100%	+$341K	0.55%	47
2013 Q2	$337K	Buy	+2	New	+$337K	0.27%	64