Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.39M | Buy |
9,690
+64
| +0.7% | +$29K | 0.61% | 40 |
|
|
2024
Q3 | $4.43M | Buy |
9,626
+134
| +1% | +$61.7K | 0.62% | 42 |
|
|
2024
Q2 | $3.86M | Buy |
9,492
+30
| +0.3% | +$12.2K | 0.57% | 43 |
|
|
2024
Q1 | $3.98M | Buy |
9,462
+122
| +1% | +$51.3K | 0.6% | 42 |
|
|
2023
Q4 | $3.33M | Buy |
9,340
+325
| +4% | +$116K | 0.56% | 47 |
|
|
2023
Q3 | $3.16M | Buy |
+9,015
| New | +$3.16M | 0.6% | 41 |
|