West Financial 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 | $729K | Hold |
1
| – | – | 0.13% | 38 |
|
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.15% | 37 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | -$409K | – | 180 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.12% | 39 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.14% | 38 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.12% | 39 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.12% | 38 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.13% | 34 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.13% | 36 |
|
|
2020
Q4 | $348K | Buy |
+1
| New | +$348K | 0.12% | 35 |
|