Aviso Wealth Management’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 | $4.03M | Buy |
8,296
+267
| +3% | +$130K | 1.88% | 8 |
|
|
2025
Q1 | $4.28M | Sell |
8,029
-369
| -4% | -$197K | 2.27% | 8 |
|
|
2024
Q4 | $3.81M | Buy |
8,398
+216
| +3% | +$97.9K | 1.94% | 9 |
|
|
2024
Q3 | $3.77M | Buy |
8,182
+755
| +10% | +$347K | 2.04% | 8 |
|
|
2024
Q2 | $3.02M | Buy |
7,427
+31
| +0.4% | +$12.6K | 1.79% | 9 |
|
|
2024
Q1 | $3.11M | Sell |
7,396
-183
| -2% | -$77K | 1.96% | 9 |
|
|
2023
Q4 | $2.7M | Buy |
+7,579
| New | +$2.7M | 1.96% | 10 |
|