AEPWM
Atlantic Edge Private Wealth Management’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 | $165K | Buy |
340
+5
| +1% | +$2.43K | 0.05% | 138 |
|
|
2025
Q1 | $178K | Hold |
335
| – | – | 0.05% | 128 |
|
|
2024
Q4 | $152K | Hold |
335
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $154K | Buy |
335
+8
| +2% | +$3.68K | 0.05% | 140 |
|
|
2024
Q2 | $133K | Buy |
327
+60
| +22% | +$24.4K | 0.04% | 145 |
|
|
2024
Q1 | $112K | Sell |
267
-49
| -16% | -$20.6K | 0.04% | 151 |
|
|
2023
Q4 | $113K | Buy |
+316
| New | +$113K | 0.05% | 148 |
|