WEPOG
Wealth Enhancement & Preservation of GA’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $518K | Sell |
1
-2
| -67% | -$1.04M | 0.5% | 33 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 1.67% | 13 |
|
|
2022
Q4 | $1.41M | Sell |
3
-2
| -40% | -$937K | 2.29% | 12 |
|
|
2022
Q3 | $2.03M | Hold |
5
| – | – | 3.26% | 8 |
|
|
2022
Q2 | $2.05M | Buy |
+5
| New | +$2.05M | 2.16% | 11 |
|