Aveo Capital Partners’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 | – | Sell |
-5,132
| Closed | -$2.66M | – | 27 |
|
|
2025
Q1 | $2.66M | Buy |
5,132
+185
| +4% | +$95.9K | 0.44% | 45 |
|
|
2024
Q4 | $2.24M | Buy |
4,947
+1,001
| +25% | +$454K | 0.25% | 83 |
|
|
2024
Q3 | $1.82M | Sell |
3,946
-975
| -20% | -$449K | 0.19% | 93 |
|
|
2024
Q2 | $2M | Sell |
4,921
-680
| -12% | -$277K | 0.23% | 91 |
|
|
2024
Q1 | $2.25M | Buy |
5,601
+2,961
| +112% | +$1.19M | 0.24% | 93 |
|
|
2023
Q4 | $942K | Buy |
2,640
+408
| +18% | +$146K | 0.11% | 133 |
|
|
2023
Q3 | $782K | Buy |
2,232
+150
| +7% | +$52.5K | 0.1% | 147 |
|
|
2023
Q2 | $710K | Buy |
2,082
+35
| +2% | +$11.9K | 0.09% | 157 |
|
|
2023
Q1 | $632K | Buy |
2,047
+216
| +12% | +$66.7K | 0.08% | 164 |
|
|
2022
Q4 | $566K | Buy |
1,831
+156
| +9% | +$48.2K | 0.09% | 170 |
|
|
2022
Q3 | $447K | Buy |
1,675
+308
| +23% | +$82.2K | 0.08% | 175 |
|
|
2022
Q2 | $373K | Buy |
1,367
+47
| +4% | +$12.8K | 0.06% | 203 |
|
|
2022
Q1 | $466K | Sell |
1,320
-35
| -3% | -$12.4K | 0.08% | 183 |
|
|
2021
Q4 | $405K | Sell |
1,355
-6
| -0.4% | -$1.79K | 0.07% | 196 |
|
|
2021
Q3 | $371K | Buy |
1,361
+38
| +3% | +$10.4K | 0.08% | 186 |
|
|
2021
Q2 | $368K | Buy |
1,323
+179
| +16% | +$49.8K | 0.08% | 191 |
|
|
2021
Q1 | $292K | Buy |
1,144
+280
| +32% | +$71.5K | 0.07% | 198 |
|
|
2020
Q4 | $200K | Buy |
+864
| New | +$200K | 0.31% | 65 |
|
|
2018
Q2 | – | Sell |
-1,068
| Closed | -$213K | – | 141 |
|
|
2018
Q1 | $213K | Sell |
1,068
-40
| -4% | -$7.98K | 0.09% | 128 |
|
|
2017
Q4 | $220K | Hold |
1,108
| – | – | 0.07% | 130 |
|
|
2017
Q3 | $203K | Sell |
1,108
-82
| -7% | -$15K | 0.07% | 126 |
|
|
2017
Q2 | $202K | Buy |
+1,190
| New | +$202K | 0.07% | 123 |
|
|
2017
Q1 | – | Sell |
-4,469
| Closed | -$728K | – | 146 |
|
|
2016
Q4 | $728K | Buy |
+4,469
| New | +$728K | 0.21% | 74 |
|