AWS
Aspen Wealth Strategies’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 | $616K | Hold |
1,269
| – | – | 0.37% | 45 |
|
|
2025
Q1 | $676K | Hold |
1,269
| – | – | 0.44% | 42 |
|
|
2024
Q4 | $575K | Buy |
1,269
+8
| +0.6% | +$3.63K | 0.37% | 43 |
|
|
2024
Q3 | $580K | Buy |
1,261
+3
| +0.2% | +$1.38K | 0.37% | 40 |
|
|
2024
Q2 | $561K | Sell |
1,258
-4
| -0.3% | -$1.78K | 0.39% | 38 |
|
|
2024
Q1 | $531K | Hold |
1,262
| – | – | 0.37% | 42 |
|
|
2023
Q4 | $450K | Sell |
1,262
-6
| -0.5% | -$2.14K | 0.33% | 49 |
|
|
2023
Q3 | $444K | Hold |
1,268
| – | – | 0.35% | 37 |
|
|
2023
Q2 | $432K | Sell |
1,268
-18
| -1% | -$6.14K | 0.33% | 42 |
|
|
2023
Q1 | $397K | Sell |
1,286
-16
| -1% | -$4.94K | 0.31% | 46 |
|
|
2022
Q4 | $402K | Buy |
+1,302
| New | +$402K | 0.32% | 42 |
|