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