Western Wealth Management’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
| – | – | 0.04% | 331 |
|
2025
Q1 | $798K | Buy |
+1
| New | +$798K | 0.05% | 286 |
|
2024
Q4 | – | Sell |
-18
| Closed | -$12.4M | – | 667 |
|
2024
Q3 | $12.4M | Buy |
+18
| New | +$12.4M | 0.71% | 28 |
|
2024
Q1 | – | Sell |
-20
| Closed | -$10.9M | – | 653 |
|
2023
Q4 | $10.9M | Hold |
20
| – | – | 0.78% | 24 |
|
2023
Q3 | $10.6M | Hold |
20
| – | – | 0.9% | 19 |
|
2023
Q2 | $10.4M | Hold |
20
| – | – | 0.88% | 20 |
|
2023
Q1 | $9.31M | Buy |
20
+2
| +11% | +$931K | 0.87% | 21 |
|
2022
Q4 | $8.44M | Sell |
18
-1
| -5% | -$469K | 0.86% | 18 |
|
2022
Q3 | $8.59M | Hold |
19
| – | – | 0.49% | 39 |
|
2022
Q2 | $8.01M | Hold |
19
| – | – | 0.46% | 42 |
|
2022
Q1 | $10M | Sell |
19
-1
| -5% | -$529K | 0.49% | 35 |
|
2021
Q4 | $9.01M | Buy |
+20
| New | +$9.01M | 0.89% | 20 |
|