AWM
BRK.A icon

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