SWA
SOA Wealth Advisors’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 | $5.1M | Hold |
7
| – | – | 0.96% | 23 |
|
|
2025
Q1 | $5.59M | Hold |
7
| – | – | 1.17% | 19 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 0.88% | 26 |
|
|
2024
Q3 | $4.84M | Hold |
7
| – | – | 0.92% | 24 |
|
|
2024
Q2 | $4.29M | Hold |
7
| – | – | 0.86% | 25 |
|
|
2024
Q1 | $4.44M | Hold |
7
| – | – | 0.92% | 22 |
|
|
2023
Q4 | $3.8M | Hold |
7
| – | – | 0.85% | 26 |
|
|
2023
Q3 | $3.72M | Hold |
7
| – | – | 0.93% | 24 |
|
|
2023
Q2 | $3.62M | Hold |
7
| – | – | 0.85% | 26 |
|
|
2023
Q1 | $3.26M | Hold |
7
| – | – | 0.8% | 28 |
|
|
2022
Q4 | $3.28M | Hold |
7
| – | – | 0.88% | 25 |
|
|
2022
Q3 | $2.85M | Hold |
7
| – | – | 0.86% | 27 |
|
|
2022
Q2 | $2.86M | Hold |
7
| – | – | 0.84% | 29 |
|
|
2022
Q1 | $3.7M | Buy |
+7
| New | +$3.7M | 0.9% | 27 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$2.88M | – | 879 |
|
|
2021
Q3 | $2.88M | Hold |
7
| – | – | 0.74% | 39 |
|
|
2021
Q2 | $2.93M | Buy |
7
+6
| +600% | +$2.51M | 0.75% | 38 |
|
|
2021
Q1 | $385K | Hold |
1
| – | – | 0.11% | 112 |
|
|
2020
Q4 | $361K | Buy |
+1
| New | +$361K | 0.1% | 108 |
|