Atlas Private Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,141
+8
| +0.4% | +$3.89K | 0.13% | 81 |
|
|
2025
Q1 | $1.14M | Buy |
2,133
+215
| +11% | +$115K | 0.16% | 77 |
|
|
2024
Q4 | $869K | Buy |
1,918
+200
| +12% | +$90.7K | 0.12% | 77 |
|
|
2024
Q3 | $791K | Buy |
1,718
+174
| +11% | +$80.1K | 0.11% | 75 |
|
|
2024
Q2 | $628K | Buy |
1,544
+612
| +66% | +$249K | 0.1% | 83 |
|
|
2024
Q1 | $392K | Sell |
932
-732
| -44% | -$308K | 0.13% | 73 |
|
|
2023
Q4 | $593K | Sell |
1,664
-100
| -6% | -$35.7K | 0.11% | 75 |
|
|
2023
Q3 | $618K | Buy |
1,764
+200
| +13% | +$70.1K | 0.12% | 94 |
|
|
2023
Q2 | $533K | Buy |
1,564
+781
| +100% | +$266K | 0.11% | 107 |
|
|
2023
Q1 | $242K | Buy |
783
+50
| +7% | +$15.4K | 0.11% | 112 |
|
|
2022
Q4 | $226K | Buy |
+733
| New | +$226K | 0.12% | 117 |
|
|
2022
Q3 | – | Sell |
-733
| Closed | -$200K | – | 128 |
|
|
2022
Q2 | $200K | Buy |
733
+25
| +4% | +$6.82K | 0.12% | 126 |
|
|
2022
Q1 | $250K | Sell |
708
-5
| -0.7% | -$1.77K | 0.11% | 116 |
|
|
2021
Q4 | $213K | Hold |
713
| – | – | 0.1% | 136 |
|
|
2021
Q3 | $195K | Hold |
713
| – | – | 0.1% | 129 |
|
|
2021
Q2 | $198K | Buy |
713
+20
| +3% | +$5.55K | 0.11% | 113 |
|
|
2021
Q1 | $177K | Buy |
693
+10
| +1% | +$2.55K | 0.1% | 114 |
|
|
2020
Q4 | $158K | Buy |
683
+18
| +3% | +$4.16K | 0.11% | 120 |
|
|
2020
Q3 | $142K | Sell |
665
-10
| -1% | -$2.14K | 0.12% | 115 |
|
|
2020
Q2 | $120K | Buy |
+675
| New | +$120K | 0.11% | 134 |
|