SWA
SOA Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Sell |
18,946
-257
| -1% | -$125K | 1.73% | 13 |
|
|
2025
Q1 | $10.2M | Sell |
19,203
-4,538
| -19% | -$2.42M | 2.14% | 10 |
|
|
2024
Q4 | $10.8M | Buy |
23,741
+34
| +0.1% | +$15.4K | 1.98% | 10 |
|
|
2024
Q3 | $10.9M | Sell |
23,707
-214
| -0.9% | -$98.5K | 2.08% | 8 |
|
|
2024
Q2 | $9.73M | Sell |
23,921
-534
| -2% | -$217K | 1.96% | 9 |
|
|
2024
Q1 | $10.3M | Sell |
24,455
-180
| -0.7% | -$75.7K | 2.13% | 9 |
|
|
2023
Q4 | $8.79M | Sell |
24,635
-696
| -3% | -$248K | 1.96% | 9 |
|
|
2023
Q3 | $8.87M | Sell |
25,331
-220
| -0.9% | -$77.1K | 2.21% | 8 |
|
|
2023
Q2 | $8.71M | Sell |
25,551
-380
| -1% | -$130K | 2.04% | 9 |
|
|
2023
Q1 | $8.01M | Sell |
25,931
-91
| -0.3% | -$28.1K | 1.97% | 10 |
|
|
2022
Q4 | $8.04M | Buy |
26,022
+38
| +0.1% | +$11.7K | 2.16% | 9 |
|
|
2022
Q3 | $6.94M | Buy |
25,984
+186
| +0.7% | +$49.7K | 2.09% | 10 |
|
|
2022
Q2 | $7.04M | Buy |
25,798
+1
| +0% | +$273 | 2.08% | 10 |
|
|
2022
Q1 | $9.1M | Buy |
25,797
+1,265
| +5% | +$446K | 2.22% | 8 |
|
|
2021
Q4 | $7.36M | Buy |
24,532
+4
| +0% | +$1.2K | 1.78% | 13 |
|
|
2021
Q3 | $6.69M | Buy |
24,528
+654
| +3% | +$178K | 1.72% | 11 |
|
|
2021
Q2 | $6.64M | Sell |
23,874
-1,762
| -7% | -$490K | 1.71% | 13 |
|
|
2021
Q1 | $6.55M | Sell |
25,636
-1,363
| -5% | -$348K | 1.83% | 11 |
|
|
2020
Q4 | $6.48M | Buy |
+26,999
| New | +$6.48M | 1.76% | 13 |
|