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Bradley & Co. Private Wealth Management, LLC → BRK/A

Bradley & Co. Private Wealth Management, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
9
Latest value
$30K
Q3 2026
Peak value
$12.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.6M
Q3 2025$754K
Q4 2025$11.9M
Q1 2026$12.1M
Q1 2026$36K
Q2 2026$12.8M
Q2 2026$31K
Q3 2026$12.6M
Q3 2026$30K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$30K61——
Q3 2026$12.6M25.3K——
Q2 2026$31K61——
Q2 2026$12.8M25.5K——
Q1 2026$36K75——
Q1 2026$12.1M25.2K——
Q4 2025$11.9M23.7K——
Q3 2025$754K1.5K——
Q3 2025$11.6M23.1K——

Other funds holding BRK/A

Other Bradley & Co. Private Wealth Management, LLC positions

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GOOGN

ALPHABET INC CAP STK CL C

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AAPL

APPLE INC COM

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VGES

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$15.5M
AAPL

APPLE INC COM

$15.1M
GOOGN

ALPHABET INC CAP STK CL C

$14.9M