SFA
Source Financial Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.2% | 55 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.19% | 61 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.19% | 58 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.17% | 76 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.18% | 70 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.17% | 80 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.16% | 79 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.18% | 78 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.16% | 80 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.16% | 80 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.16% | 74 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.12% | 79 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.11% | 78 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.11% | 77 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.1% | 81 |
|
|
2020
Q4 | $348K | Buy |
+1
| New | +$348K | 0.09% | 84 |
|