AWA
Amplius Wealth Advisors’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 | $3.64M | Hold |
5
| – | – | 0.34% | 45 |
|
2025
Q1 | $3.99M | Hold |
5
| – | – | 0.42% | 40 |
|
2024
Q4 | $3.4M | Hold |
5
| – | – | 0.35% | 39 |
|
2024
Q3 | $3.46M | Hold |
5
| – | – | 0.38% | 38 |
|
2024
Q2 | $3.06M | Hold |
5
| – | – | 0.34% | 42 |
|
2024
Q1 | $3.17M | Hold |
5
| – | – | 0.36% | 41 |
|
2023
Q4 | $2.71M | Hold |
5
| – | – | 0.33% | 45 |
|
2023
Q3 | $2.66M | Hold |
5
| – | – | 0.36% | 43 |
|
2023
Q2 | $2.59M | Hold |
5
| – | – | 0.35% | 44 |
|
2023
Q1 | $2.33M | Hold |
5
| – | – | 0.33% | 46 |
|
2022
Q4 | $2.34M | Hold |
5
| – | – | 0.37% | 46 |
|
2022
Q3 | $2.03M | Buy |
5
+4
| +400% | +$1.63M | 0.36% | 41 |
|
2022
Q2 | $408K | Hold |
1
| – | – | 0.07% | 110 |
|
2022
Q1 | $528K | Hold |
1
| – | – | 0.08% | 97 |
|
2021
Q4 | $450K | Buy |
+1
| New | +$450K | 0.06% | 118 |
|