AIA
Avalon Investment & Advisory’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $24.7M | Hold |
53
| – | – | 0.68% | 42 |
|
|
2022
Q4 | $24.8M | Hold |
53
| – | – | 0.71% | 42 |
|
|
2022
Q3 | $21.5M | Hold |
53
| – | – | 0.67% | 48 |
|
|
2022
Q2 | $21.7M | Hold |
53
| – | – | 0.61% | 53 |
|
|
2022
Q1 | $28M | Sell |
53
-4
| -7% | -$2.12M | 0.68% | 53 |
|
|
2021
Q4 | $25.7M | Hold |
57
| – | – | 0.63% | 52 |
|
|
2021
Q3 | $23.4M | Sell |
57
-2
| -3% | -$823K | 0.54% | 56 |
|
|
2021
Q2 | $24.7M | Sell |
59
-6
| -9% | -$2.51M | 0.55% | 59 |
|
|
2021
Q1 | $25.1M | Sell |
65
-5
| -7% | -$1.93M | 0.57% | 58 |
|
|
2020
Q4 | $24.3M | Sell |
70
-2
| -3% | -$696K | 0.5% | 59 |
|
|
2020
Q3 | $23M | Sell |
72
-1
| -1% | -$320K | 0.51% | 59 |
|
|
2020
Q2 | $19.5M | Hold |
73
| – | – | 0.45% | 64 |
|
|
2020
Q1 | $19.9M | Sell |
73
-2
| -3% | -$544K | 0.51% | 59 |
|
|
2019
Q4 | $25.5M | Hold |
75
| – | – | 0.52% | 61 |
|
|
2019
Q3 | $23.4M | Hold |
75
| – | – | 0.52% | 64 |
|
|
2019
Q2 | $23.9M | Sell |
75
-2
| -3% | -$637K | 0.53% | 57 |
|
|
2019
Q1 | $23.2M | Sell |
77
-4
| -5% | -$1.2M | 0.53% | 58 |
|
|
2018
Q4 | $24.8M | Hold |
81
| – | – | 0.64% | 44 |
|
|
2018
Q3 | $25.9M | Sell |
81
-10
| -11% | -$3.2M | 0.73% | 37 |
|
|
2018
Q2 | $25.7M | Hold |
91
| – | – | 0.76% | 36 |
|
|
2018
Q1 | $27.2M | Sell |
91
-6
| -6% | -$1.79M | 0.84% | 31 |
|
|
2017
Q4 | $28.9M | Sell |
97
-11
| -10% | -$3.27M | 0.9% | 28 |
|
|
2017
Q3 | $29.7M | Buy |
+108
| New | +$29.7M | 0.94% | 27 |
|