AWA
Amplius 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 | $1.76M | Sell |
3,614
-42
| -1% | -$20.4K | 0.16% | 62 |
|
|
2025
Q1 | $1.95M | Buy |
3,656
+54
| +1% | +$28.8K | 0.2% | 56 |
|
|
2024
Q4 | $1.63M | Sell |
3,602
-353
| -9% | -$160K | 0.17% | 56 |
|
|
2024
Q3 | $1.82M | Hold |
3,955
| – | – | 0.2% | 55 |
|
|
2024
Q2 | $1.61M | Buy |
3,955
+100
| +3% | +$40.7K | 0.18% | 58 |
|
|
2024
Q1 | $1.62M | Buy |
3,855
+167
| +5% | +$70.2K | 0.18% | 58 |
|
|
2023
Q4 | $1.32M | Buy |
3,688
+37
| +1% | +$13.2K | 0.16% | 58 |
|
|
2023
Q3 | $1.28M | Sell |
3,651
-57
| -2% | -$20K | 0.17% | 59 |
|
|
2023
Q2 | $1.26M | Sell |
3,708
-19
| -0.5% | -$6.48K | 0.17% | 61 |
|
|
2023
Q1 | $1.15M | Buy |
3,727
+34
| +0.9% | +$10.5K | 0.17% | 65 |
|
|
2022
Q4 | $1.14M | Sell |
3,693
-17
| -0.5% | -$5.25K | 0.18% | 65 |
|
|
2022
Q3 | $991K | Buy |
3,710
+1,087
| +41% | +$290K | 0.18% | 59 |
|
|
2022
Q2 | $716K | Sell |
2,623
-85
| -3% | -$23.2K | 0.12% | 70 |
|
|
2022
Q1 | $955K | Buy |
2,708
+392
| +17% | +$138K | 0.15% | 67 |
|
|
2021
Q4 | $692K | Buy |
+2,316
| New | +$692K | 0.1% | 87 |
|