Avidian Wealth Enterprises’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1
| Closed | -$634K | – | 494 |
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.03% | 228 |
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.03% | 246 |
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.04% | 244 |
|
2023
Q2 | $518K | Buy |
+1
| New | +$518K | 0.03% | 257 |
|
2015
Q3 | – | Sell |
-100
| Closed | -$205K | – | 35 |
|
2015
Q2 | $205K | Buy |
+100
| New | +$205K | 0.09% | 34 |
|