Avantra Family Wealth’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
$1.24M Buy
2,552
+84
+3% +$40.8K 1.02% 22
2025
Q1
$1.31M Sell
2,468
-123
-5% -$65.5K 1.26% 11
2024
Q4
$1.17M Buy
+2,591
New +$1.17M 1.1% 18