Avaii Wealth Management’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 | $5.65M | Buy |
11,640
+1,752
| +18% | +$851K | 2.51% | 16 |
|
|
2025
Q1 | $5.27M | Sell |
9,888
-1,308
| -12% | -$697K | 2.81% | 11 |
|
|
2024
Q4 | $5.07M | Buy |
11,196
+31
| +0.3% | +$14.1K | 2.5% | 13 |
|
|
2024
Q3 | $5.14M | Buy |
11,165
+735
| +7% | +$338K | 2.59% | 13 |
|
|
2024
Q2 | $4.24M | Buy |
10,430
+1,921
| +23% | +$781K | 2.35% | 12 |
|
|
2024
Q1 | $3.58M | Buy |
8,509
+7,520
| +760% | +$3.16M | 2.1% | 13 |
|
|
2023
Q4 | $353K | Sell |
989
-47
| -5% | -$16.8K | 0.23% | 94 |
|
|
2023
Q3 | $363K | Buy |
1,036
+11
| +1% | +$3.85K | 0.27% | 83 |
|
|
2023
Q2 | $349K | Buy |
1,025
+191
| +23% | +$65.1K | 0.27% | 84 |
|
|
2023
Q1 | $257K | Buy |
834
+69
| +9% | +$21.3K | 0.22% | 105 |
|
|
2022
Q4 | $236K | Buy |
+765
| New | +$236K | 0.21% | 111 |
|