Avalon Trust’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38
| Closed | -$30.3M | – | 407 |
|
|
2025
Q1 | $30.3M | Hold |
38
| – | – | 2.41% | 10 |
|
|
2024
Q4 | $25.9M | Sell |
38
-1
| -3% | -$681K | 1.84% | 13 |
|
|
2024
Q3 | $27M | Buy |
39
+1
| +3% | +$691K | 1.99% | 14 |
|
|
2024
Q2 | $23.3M | Hold |
38
| – | – | 1.84% | 18 |
|
|
2024
Q1 | $24.1M | Hold |
38
| – | – | 1.98% | 15 |
|
|
2023
Q4 | $20.6M | Hold |
38
| – | – | 1.88% | 17 |
|
|
2023
Q3 | $20.2M | Hold |
38
| – | – | 2% | 16 |
|
|
2023
Q2 | $19.7M | Hold |
38
| – | – | 1.78% | 21 |
|
|
2023
Q1 | $17.7M | Buy |
+38
| New | +$17.7M | 1.75% | 23 |
|