AWM
Abound Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.21% | 34 |
|
|
2025
Q1 | $798K | Sell |
1
-1
| -50% | -$798K | 0.27% | 31 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.44% | 28 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.46% | 27 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.45% | 28 |
|
|
2024
Q1 | $1.27M | Sell |
2
-1
| -33% | -$634K | 0.48% | 27 |
|
|
2023
Q4 | $1.63M | Buy |
+3
| New | +$1.63M | 0.65% | 19 |
|