Back to BRK/A
Xcel Wealth Management, LLC → BRK/A
Xcel Wealth Management, LLC BRK/A Position History
Berkshire Hathaway Inc., Class A
Quarters held
10
Latest value
$6.7M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $754K |
| Q3 2025 | $6M |
| Q4 2025 | $755K |
| Q4 2025 | $6M |
| Q1 2026 | $718K |
| Q1 2026 | $6.3M |
| Q2 2026 | $749K |
| Q2 2026 | $6.7M |
| Q3 2026 | $747K |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 13.4K | — | — |
| Q3 2026 | $747K | 1 | — | — |
| Q2 2026 | $6.7M | 13.4K | — | — |
| Q2 2026 | $749K | 1 | — | — |
| Q1 2026 | $6.3M | 13.1K | — | — |
| Q1 2026 | $718K | 1 | — | — |
| Q4 2025 | $6M | 12.0K | — | — |
| Q4 2025 | $755K | 1 | — | — |
| Q3 2025 | $6M | 11.9K | — | — |
| Q3 2025 | $754K | 1 | — | — |
Other funds holding BRK/A
$37.9B
$37.9B
$35.5B
$5.8B
$5.7B
$5.7B