AWP
Abacus Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
3,653
+113
| +3% | +$54.9K | 0.27% | 21 |
|
|
2025
Q1 | $1.89M | Buy |
3,540
+2
| +0.1% | +$1.07K | 0.28% | 20 |
|
|
2024
Q4 | $1.6M | Buy |
3,538
+202
| +6% | +$91.6K | 0.24% | 22 |
|
|
2024
Q3 | $1.54M | Sell |
3,336
-1,609
| -33% | -$741K | 0.23% | 23 |
|
|
2024
Q2 | $2.01M | Sell |
4,945
-236
| -5% | -$96K | 0.33% | 19 |
|
|
2024
Q1 | $2.18M | Sell |
5,181
-78
| -1% | -$32.8K | 0.37% | 19 |
|
|
2023
Q4 | $1.88M | Buy |
5,259
+804
| +18% | +$287K | 0.32% | 21 |
|
|
2023
Q3 | $1.56M | Buy |
4,455
+392
| +10% | +$137K | 0.48% | 19 |
|
|
2023
Q2 | $1.39M | Hold |
4,063
| – | – | 0.42% | 18 |
|
|
2023
Q1 | $1.32M | Hold |
4,063
| – | – | 0.44% | 18 |
|
|
2022
Q4 | $1.26M | Sell |
4,063
-1,640
| -29% | -$507K | 0.45% | 20 |
|
|
2022
Q3 | $1.52M | Buy |
5,703
+197
| +4% | +$52.6K | 0.81% | 12 |
|
|
2022
Q2 | $1.5M | Sell |
5,506
-527
| -9% | -$144K | 0.78% | 14 |
|
|
2022
Q1 | $2.13M | Sell |
6,033
-10
| -0.2% | -$3.53K | 0.95% | 14 |
|
|
2021
Q4 | $1.81M | Buy |
6,043
+2
| +0% | +$598 | 0.64% | 20 |
|
|
2021
Q3 | $1.65M | Sell |
6,041
-660
| -10% | -$180K | 0.61% | 20 |
|
|
2021
Q2 | $1.86M | Sell |
6,701
-114
| -2% | -$31.7K | 0.73% | 18 |
|
|
2021
Q1 | $1.74M | Sell |
6,815
-594
| -8% | -$152K | 1.24% | 17 |
|
|
2020
Q4 | $1.72M | Buy |
+7,409
| New | +$1.72M | 1.5% | 13 |
|