Avid Wealth 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 | $376K | Buy |
775
+240
| +45% | +$117K | 0.22% | 41 |
|
2025
Q1 | $285K | Buy |
+535
| New | +$285K | 0.19% | 42 |
|
2024
Q4 | – | Sell |
-449
| Closed | -$207K | – | 46 |
|
2024
Q3 | $207K | Buy |
+449
| New | +$207K | 0.15% | 40 |
|
2024
Q2 | – | Sell |
-495
| Closed | -$208K | – | 40 |
|
2024
Q1 | $208K | Buy |
+495
| New | +$208K | 0.17% | 38 |
|