U.S. Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$3.06M | – | 700 |
|
|
2024
Q2 | $3.06M | Sell |
5
-3
| -38% | -$1.84M | 0.12% | 170 |
|
|
2024
Q1 | $5.08M | Sell |
8
-2
| -20% | -$1.27M | 0.2% | 124 |
|
|
2023
Q4 | $5.43M | Sell |
10
-3
| -23% | -$1.63M | 0.22% | 110 |
|
|
2023
Q3 | $6.91M | Hold |
13
| – | – | 0.31% | 74 |
|
|
2023
Q2 | $6.73M | Hold |
13
| – | – | 0.32% | 82 |
|
|
2023
Q1 | $6.05M | Sell |
13
-1
| -7% | -$466K | 0.28% | 83 |
|
|
2022
Q4 | $6.56M | Hold |
14
| – | – | 0.3% | 71 |
|
|
2022
Q3 | $5.69M | Hold |
14
| – | – | 0.29% | 79 |
|
|
2022
Q2 | $5.73M | Hold |
14
| – | – | 0.25% | 84 |
|
|
2022
Q1 | $7.41M | Hold |
14
| – | – | 0.27% | 79 |
|
|
2021
Q4 | $6.31M | Hold |
14
| – | – | 0.25% | 91 |
|
|
2021
Q3 | $5.76M | Buy |
+14
| New | +$5.76M | 0.25% | 98 |
|