AWM
Avior Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.64M | Hold |
5
| – | – | 0.13% | 132 |
|
2025
Q1 | $3.99M | Hold |
5
| – | – | 0.15% | 113 |
|
2024
Q4 | $3.4M | Buy |
5
+1
| +25% | +$681K | 0.12% | 130 |
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 0.11% | 142 |
|
2024
Q2 | $2.45M | Sell |
4
-6
| -60% | -$3.67M | 0.11% | 149 |
|
2024
Q1 | $6.34M | Buy |
10
+7
| +233% | +$4.44M | 0.29% | 66 |
|
2023
Q4 | $1.63M | Hold |
3
| – | – | 0.1% | 149 |
|
2023
Q3 | $1.59M | Hold |
3
| – | – | 0.11% | 138 |
|
2023
Q2 | $1.55M | Hold |
3
| – | – | 0.1% | 147 |
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 0.1% | 160 |
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 0.11% | 148 |
|
2022
Q3 | $1.22M | Hold |
3
| – | – | 0.1% | 146 |
|
2022
Q2 | $1.23M | Hold |
3
| – | – | 0.12% | 127 |
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 0.14% | 122 |
|
2021
Q4 | $1.35M | Buy |
3
+1
| +50% | +$450K | 0.11% | 149 |
|
2021
Q3 | $822K | Hold |
2
| – | – | 0.07% | 219 |
|
2021
Q2 | $837K | Sell |
2
-2
| -50% | -$837K | 0.08% | 206 |
|
2021
Q1 | $1.54M | Hold |
4
| – | – | 0.16% | 127 |
|
2020
Q4 | $1.39M | Hold |
4
| – | – | 0.17% | 122 |
|
2020
Q3 | $1.28M | Hold |
4
| – | – | 0.18% | 122 |
|
2020
Q2 | $1.07M | Buy |
4
+2
| +100% | +$535K | 0.17% | 132 |
|
2020
Q1 | $544K | Hold |
2
| – | – | 0.11% | 187 |
|
2019
Q4 | $679K | Hold |
2
| – | – | 0.11% | 190 |
|
2019
Q3 | $623K | Hold |
2
| – | – | 0.11% | 181 |
|
2019
Q2 | $637K | Hold |
2
| – | – | 0.11% | 174 |
|
2019
Q1 | $602K | Hold |
2
| – | – | 0.13% | 169 |
|
2018
Q4 | $612K | Hold |
2
| – | – | 0.15% | 143 |
|
2018
Q3 | $640K | Hold |
2
| – | – | 0.14% | 145 |
|
2018
Q2 | $564K | Hold |
2
| – | – | 0.13% | 159 |
|
2018
Q1 | $598K | Hold |
2
| – | – | 0.14% | 147 |
|
2017
Q4 | $595K | Hold |
2
| – | – | 0.13% | 149 |
|
2017
Q3 | $549K | Buy |
+2
| New | +$549K | 0.18% | 111 |
|
2017
Q2 | – | Sell |
-1
| Closed | -$250K | – | 451 |
|
2017
Q1 | $250K | Sell |
1
-1
| -50% | -$250K | 0.08% | 134 |
|
2016
Q4 | $488K | Sell |
2
-1
| -33% | -$244K | 0.18% | 109 |
|
2016
Q3 | $649K | Hold |
3
| – | – | 0.25% | 103 |
|
2016
Q2 | $651K | Hold |
3
| – | – | 0.28% | 99 |
|
2016
Q1 | $640K | Hold |
3
| – | – | 0.28% | 98 |
|
2015
Q4 | $593K | Hold |
3
| – | – | 0.32% | 89 |
|
2015
Q3 | $586K | Buy |
3
+1
| +50% | +$195K | 0.34% | 88 |
|
2015
Q2 | $410K | Hold |
2
| – | – | 0.32% | 49 |
|
2015
Q1 | $435K | Sell |
2
-99
| -98% | -$21.5M | 0.34% | 49 |
|
2014
Q4 | $452K | Hold |
101
| – | – | 0.36% | 47 |
|
2014
Q3 | $414K | Hold |
101
| – | – | 0.35% | 46 |
|
2014
Q2 | $380K | Buy |
101
+100
| +10,000% | +$376K | 0.32% | 46 |
|
2014
Q1 | $187K | Hold |
1
| – | – | 0.16% | 59 |
|
2013
Q4 | $178K | Buy |
+1
| New | +$178K | 0.17% | 59 |
|