Avalon Trust’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 | $35.2M | Sell |
72,540
-22,432
| -24% | -$10.9M | 2.58% | 9 |
|
|
2025
Q1 | $50.6M | Sell |
94,972
-4,360
| -4% | -$2.32M | 4.02% | 8 |
|
|
2024
Q4 | $45M | Buy |
99,332
+1,093
| +1% | +$495K | 3.2% | 8 |
|
|
2024
Q3 | $45.2M | Sell |
98,239
-687
| -0.7% | -$316K | 3.34% | 8 |
|
|
2024
Q2 | $40.2M | Sell |
98,926
-20
| -0% | -$8.14K | 3.19% | 8 |
|
|
2024
Q1 | $41.6M | Buy |
98,946
+2,870
| +3% | +$1.21M | 3.41% | 7 |
|
|
2023
Q4 | $34.3M | Buy |
96,076
+461
| +0.5% | +$164K | 3.13% | 7 |
|
|
2023
Q3 | $33.5M | Sell |
95,615
-17,308
| -15% | -$6.06M | 3.32% | 7 |
|
|
2023
Q2 | $38.5M | Sell |
112,923
-735
| -0.6% | -$251K | 3.48% | 7 |
|
|
2023
Q1 | $35.1M | Buy |
+113,658
| New | +$35.1M | 3.48% | 6 |
|