Wealth Management Resources’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
Q2 | – | Sell |
-200
| Closed | -$1.27M | – | 35 |
|
|
2024
Q1 | $1.27M | Hold |
200
| – | – | 0.55% | 27 |
|
|
2023
Q4 | $1.09M | Hold |
200
| – | – | 0.51% | 26 |
|
|
2023
Q3 | $1.06M | Buy |
+200
| New | +$1.06M | 0.51% | 24 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$471K | – | 38 |
|
|
2023
Q1 | $471K | Buy |
+1
| New | +$471K | 0.29% | 33 |
|