XWM
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Xcel Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Xcel Wealth Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$729K Hold
1
– – 0.21% 76
2025
Q1 		$798K Buy
+1
New +$798K 0.25% 74