Strata Wealth Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Hold |
12
| – | – | 2.41% | 8 |
|
|
2025
Q1 | $9.58M | Sell |
12
-1
| -8% | -$798K | 2.98% | 8 |
|
|
2024
Q4 | $8.85M | Hold |
13
| – | – | 2.78% | 6 |
|
|
2024
Q3 | $8.99M | Hold |
13
| – | – | 2.89% | 6 |
|
|
2024
Q2 | $7.96M | Sell |
13
-1
| -7% | -$612K | 2.74% | 6 |
|
|
2024
Q1 | $8.88M | Hold |
14
| – | – | 3.12% | 6 |
|
|
2023
Q4 | $7.6M | Sell |
14
-1
| -7% | -$543K | 2.99% | 6 |
|
|
2023
Q3 | $7.97M | Buy |
+15
| New | +$7.97M | 3.84% | 7 |
|
|
2023
Q1 | $6.98M | Hold |
15
| – | – | 3.61% | 7 |
|
|
2022
Q4 | $7.03M | Buy |
+15
| New | +$7.03M | 3.9% | 7 |
|