AWA
Alta Wealth Advisors’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 | $3.39M | Buy |
6,972
+106
| +2% | +$51.5K | 1.6% | 15 |
|
|
2025
Q1 | $3.66M | Sell |
6,866
-19
| -0.3% | -$10.1K | 1.68% | 14 |
|
|
2024
Q4 | $3.12M | Buy |
6,885
+28
| +0.4% | +$12.7K | 1.37% | 19 |
|
|
2024
Q3 | $3.16M | Sell |
6,857
-35
| -0.5% | -$16.1K | 1.44% | 14 |
|
|
2024
Q2 | $2.8M | Hold |
6,892
| – | – | 1.4% | 17 |
|
|
2024
Q1 | $2.9M | Sell |
6,892
-12
| -0.2% | -$5.05K | 1.47% | 17 |
|
|
2023
Q4 | $2.46M | Buy |
6,904
+988
| +17% | +$352K | 1.37% | 15 |
|
|
2023
Q3 | $2.07M | Sell |
5,916
-197
| -3% | -$69K | 1.27% | 21 |
|
|
2023
Q2 | $2.08M | Buy |
6,113
+151
| +3% | +$51.5K | 1.22% | 20 |
|
|
2023
Q1 | $1.84M | Buy |
+5,962
| New | +$1.84M | 1.16% | 22 |
|