Avestar Capital’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 | $10.2M | Buy |
20,962
+1,080
| +5% | +$525K | 0.7% | 25 |
|
|
2025
Q1 | $10.6M | Buy |
19,882
+2,286
| +13% | +$1.22M | 0.92% | 19 |
|
|
2024
Q4 | $7.98M | Buy |
17,596
+2,116
| +14% | +$959K | 0.68% | 24 |
|
|
2024
Q3 | $7.12M | Sell |
15,480
-340
| -2% | -$156K | 0.73% | 29 |
|
|
2024
Q2 | $6.44M | Sell |
15,820
-717
| -4% | -$292K | 0.66% | 34 |
|
|
2024
Q1 | $6.95M | Buy |
16,537
+2,594
| +19% | +$1.09M | 0.73% | 29 |
|
|
2023
Q4 | $4.97M | Buy |
13,943
+1,173
| +9% | +$418K | 0.56% | 35 |
|
|
2023
Q3 | $4.47M | Buy |
12,770
+189
| +2% | +$66.2K | 0.64% | 39 |
|
|
2023
Q2 | $4.29M | Buy |
12,581
+12
| +0.1% | +$4.09K | 0.69% | 36 |
|
|
2023
Q1 | $3.88M | Sell |
12,569
-612
| -5% | -$189K | 0.69% | 34 |
|
|
2022
Q4 | $4.07M | Buy |
13,181
+1,155
| +10% | +$357K | 0.74% | 34 |
|
|
2022
Q3 | $3.21M | Buy |
12,026
+1,224
| +11% | +$327K | 0.82% | 29 |
|
|
2022
Q2 | $2.95M | Buy |
10,802
+768
| +8% | +$210K | 0.73% | 29 |
|
|
2022
Q1 | $3.54M | Buy |
10,034
+1,834
| +22% | +$647K | 0.57% | 31 |
|
|
2021
Q4 | $2.45M | Buy |
8,200
+1,036
| +14% | +$310K | 0.3% | 42 |
|
|
2021
Q3 | $1.96M | Sell |
7,164
-42
| -0.6% | -$11.5K | 0.25% | 65 |
|
|
2021
Q2 | $2M | Buy |
7,206
+9
| +0.1% | +$2.5K | 0.27% | 58 |
|
|
2021
Q1 | $1.96M | Buy |
7,197
+1,878
| +35% | +$512K | 0.44% | 37 |
|
|
2020
Q4 | $1.23M | Sell |
5,319
-1,050
| -16% | -$243K | 0.34% | 63 |
|
|
2020
Q3 | $1.33M | Buy |
6,369
+182
| +3% | +$37.9K | 0.44% | 35 |
|
|
2020
Q2 | $1.1M | Buy |
6,187
+79
| +1% | +$14.1K | 0.49% | 47 |
|
|
2020
Q1 | $1.12M | Sell |
6,108
-237
| -4% | -$43.3K | 0.61% | 37 |
|
|
2019
Q4 | $1.44M | Buy |
6,345
+298
| +5% | +$67.5K | 0.81% | 26 |
|
|
2019
Q3 | $1.26M | Buy |
6,047
+1,080
| +22% | +$225K | 0.78% | 31 |
|
|
2019
Q2 | $1.05M | Buy |
4,967
+61
| +1% | +$12.9K | 0.67% | 34 |
|
|
2019
Q1 | $981K | Buy |
4,906
+130
| +3% | +$26K | 0.64% | 35 |
|
|
2018
Q4 | $970K | Buy |
4,776
+34
| +0.7% | +$6.91K | 0.66% | 34 |
|
|
2018
Q3 | $1.01M | Sell |
4,742
-69
| -1% | -$14.7K | 0.58% | 33 |
|
|
2018
Q2 | $890K | Hold |
4,811
| – | – | 0.56% | 35 |
|
|
2018
Q1 | $950K | Buy |
4,811
+68
| +1% | +$13.4K | 0.62% | 26 |
|
|
2017
Q4 | $934K | Buy |
+4,743
| New | +$934K | 0.7% | 18 |
|