SIA
Soltis Investment Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11
| Closed | -$5.82M | – | 244 |
|
|
2022
Q1 | $5.82M | Hold |
11
| – | – | 0.81% | 24 |
|
|
2021
Q4 | $4.96M | Hold |
11
| – | – | 0.7% | 29 |
|
|
2021
Q3 | $4.53M | Hold |
11
| – | – | 0.7% | 31 |
|
|
2021
Q2 | $4.61M | Buy |
+11
| New | +$4.61M | 0.73% | 28 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | -$348K | – | 217 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.06% | 173 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.08% | 158 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.07% | 161 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.08% | 131 |
|
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.07% | 111 |
|