AWS
Atria Wealth Solutions’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 | $33.1M | Sell |
68,172
-52,952
| -44% | -$25.7M | 0.75% | 15 |
|
|
2025
Q1 | $64.5M | Sell |
121,124
-21,326
| -15% | -$11.4M | 0.78% | 19 |
|
|
2024
Q4 | $64.6M | Sell |
142,450
-12,636
| -8% | -$5.73M | 0.71% | 20 |
|
|
2024
Q3 | $71.4M | Buy |
155,086
+729
| +0.5% | +$336K | 0.77% | 15 |
|
|
2024
Q2 | $62.8M | Sell |
154,357
-1,767
| -1% | -$719K | 0.69% | 19 |
|
|
2024
Q1 | $65.7M | Buy |
156,124
+8,899
| +6% | +$3.74M | 0.74% | 15 |
|
|
2023
Q4 | $52.5M | Buy |
147,225
+3,011
| +2% | +$1.07M | 0.66% | 18 |
|
|
2023
Q3 | $50.5M | Buy |
144,214
+3,469
| +2% | +$1.22M | 0.71% | 18 |
|
|
2023
Q2 | $48M | Buy |
140,745
+3,882
| +3% | +$1.32M | 0.65% | 18 |
|
|
2023
Q1 | $42.3M | Sell |
136,863
-5,016
| -4% | -$1.55M | 0.63% | 20 |
|
|
2022
Q4 | $43.8M | Buy |
141,879
+127
| +0.1% | +$39.2K | 0.7% | 18 |
|
|
2022
Q3 | $37.9M | Buy |
141,752
+11,210
| +9% | +$2.99M | 0.65% | 20 |
|
|
2022
Q2 | $33.9M | Buy |
130,542
+29,322
| +29% | +$7.62M | 0.64% | 19 |
|
|
2022
Q1 | $35.7M | Buy |
+101,220
| New | +$35.7M | 0.59% | 23 |
|