AWA
Arkadios 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 | $23.8M | Buy |
49,014
+8,194
| +20% | +$3.98M | 0.7% | 20 |
|
|
2025
Q1 | $21.7M | Buy |
40,820
+14,372
| +54% | +$7.65M | 0.82% | 14 |
|
|
2024
Q4 | $12M | Sell |
26,448
-2,190
| -8% | -$993K | 0.65% | 22 |
|
|
2024
Q3 | $13.2M | Buy |
28,638
+307
| +1% | +$141K | 0.75% | 21 |
|
|
2024
Q2 | $11.5M | Buy |
28,331
+2,708
| +11% | +$1.1M | 0.78% | 21 |
|
|
2024
Q1 | $10.8M | Buy |
25,623
+8,825
| +53% | +$3.71M | 0.84% | 21 |
|
|
2023
Q4 | $5.99M | Buy |
16,798
+566
| +3% | +$202K | 0.51% | 39 |
|
|
2023
Q3 | $5.69M | Buy |
16,232
+894
| +6% | +$313K | 0.54% | 36 |
|
|
2023
Q2 | $5.23M | Sell |
15,338
-964
| -6% | -$329K | 0.61% | 32 |
|
|
2023
Q1 | $5.03M | Sell |
16,302
-3,725
| -19% | -$1.15M | 0.6% | 33 |
|
|
2022
Q4 | $6.19M | Buy |
20,027
+129
| +0.6% | +$39.8K | 0.82% | 23 |
|
|
2022
Q3 | $5.31M | Buy |
19,898
+2,599
| +15% | +$694K | 0.81% | 23 |
|
|
2022
Q2 | $4.72M | Buy |
17,299
+964
| +6% | +$263K | 0.7% | 26 |
|
|
2022
Q1 | $5.77M | Sell |
16,335
-2,318
| -12% | -$818K | 0.76% | 25 |
|
|
2021
Q4 | $5.58M | Buy |
18,653
+7,594
| +69% | +$2.27M | 0.74% | 27 |
|
|
2021
Q3 | $3.02M | Sell |
11,059
-5,851
| -35% | -$1.6M | 0.44% | 52 |
|
|
2021
Q2 | $4.7M | Buy |
16,910
+3,633
| +27% | +$1.01M | 0.57% | 31 |
|
|
2021
Q1 | $3.39M | Buy |
13,277
+1,181
| +10% | +$302K | 0.56% | 40 |
|
|
2020
Q4 | $2.8M | Buy |
12,096
+5,219
| +76% | +$1.21M | 0.59% | 41 |
|
|
2020
Q3 | $1.46M | Buy |
6,877
+373
| +6% | +$79K | 0.73% | 27 |
|
|
2020
Q2 | $1.23M | Buy |
6,504
+162
| +3% | +$30.7K | 0.68% | 31 |
|
|
2020
Q1 | $1.16M | Buy |
6,342
+376
| +6% | +$68.7K | 0.74% | 28 |
|
|
2019
Q4 | $1.35M | Buy |
+5,966
| New | +$1.35M | 0.81% | 28 |
|