Back to BRK/A
PENSION & WEALTH MANAGEMENT ADVISORS, INC. → BRK/A
PENSION & WEALTH MANAGEMENT ADVISORS, INC. BRK/A Position History
Berkshire Hathaway Inc., Class A
Quarters held
16
Latest value
$3.4M
Q3 2026
Peak value
$3.9M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $2.1M |
| Q1 2023 | $2.1M |
| Q2 2023 | $2.4M |
| Q3 2023 | $2.4M |
| Q4 2023 | $2.5M |
| Q1 2024 | $2.9M |
| Q2 2024 | $2.8M |
| Q3 2024 | $3.2M |
| Q4 2024 | $3.3M |
| Q1 2025 | $3.9M |
| Q2 2025 | $3.4M |
| Q3 2025 | $3.5M |
| Q4 2025 | $3.4M |
| Q1 2026 | $3.3M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 6.9K | — | — |
| Q2 2026 | $3.4M | 6.7K | — | — |
| Q1 2026 | $3.3M | 6.8K | — | — |
| Q4 2025 | $3.4M | 6.8K | — | — |
| Q3 2025 | $3.5M | 6.9K | — | — |
| Q2 2025 | $3.4M | 6.9K | — | — |
| Q1 2025 | $3.9M | 7.4K | — | — |
| Q4 2024 | $3.3M | 7.3K | — | — |
| Q3 2024 | $3.2M | 7.0K | — | — |
| Q2 2024 | $2.8M | 6.8K | — | — |
| Q1 2024 | $2.9M | 6.9K | — | — |
| Q4 2023 | $2.5M | 6.9K | — | — |
| Q3 2023 | $2.4M | 6.9K | — | — |
| Q2 2023 | $2.4M | 2.3K | — | — |
| Q1 2023 | $2.1M | 6.8K | — | — |
| Q4 2022 | $2.1M | 6.9K | — | — |
Other funds holding BRK/A
$37.9B
$37.9B
$35.5B
$5.8B
$5.7B
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF