AWM
Avondale 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 | Sell |
5
-1
| -17% | -$729K | 2.04% | 12 |
|
|
2025
Q1 | $4.79M | Hold |
6
| – | – | 3.02% | 9 |
|
|
2024
Q4 | $4.09M | Hold |
6
| – | – | 2.62% | 10 |
|
|
2024
Q3 | $4.15M | Hold |
6
| – | – | 2.7% | 9 |
|
|
2024
Q2 | $3.67M | Hold |
6
| – | – | 2.51% | 9 |
|
|
2024
Q1 | $3.81M | Hold |
6
| – | – | 2.67% | 9 |
|
|
2023
Q4 | $3.26M | Hold |
6
| – | – | 2.62% | 9 |
|
|
2023
Q3 | $3.19M | Hold |
6
| – | – | 2.8% | 9 |
|
|
2023
Q2 | $3.11M | Hold |
6
| – | – | 2.61% | 10 |
|
|
2023
Q1 | $2.79M | Hold |
6
| – | – | 2.41% | 10 |
|
|
2022
Q4 | $2.81M | Hold |
6
| – | – | 2.44% | 10 |
|
|
2022
Q3 | $2.44M | Hold |
6
| – | – | 2.66% | 10 |
|
|
2022
Q2 | $2.45M | Buy |
6
+1
| +20% | +$409K | 2.85% | 8 |
|
|
2022
Q1 | $2.65M | Buy |
5
+1
| +25% | +$529K | 3.11% | 9 |
|
|
2021
Q4 | $1.8M | Sell |
4
-1
| -20% | -$451K | 1.83% | 9 |
|
|
2021
Q3 | $2.06M | Hold |
5
| – | – | 2.01% | 11 |
|
|
2021
Q2 | $2.09M | Hold |
5
| – | – | 1.96% | 10 |
|
|
2021
Q1 | $1.93M | Buy |
5
+1
| +25% | +$386K | 1.9% | 12 |
|
|
2020
Q4 | $1.39M | Hold |
4
| – | – | 1.61% | 10 |
|
|
2020
Q3 | $1.28M | Hold |
4
| – | – | 1.94% | 9 |
|
|
2020
Q2 | $1.07M | Sell |
4
-2
| -33% | -$535K | 1.52% | 10 |
|
|
2020
Q1 | $1.63M | Buy |
6
+2
| +50% | +$544K | 2.58% | 10 |
|
|
2019
Q4 | $1.36M | Hold |
4
| – | – | 1.99% | 11 |
|
|
2019
Q3 | $1.25M | Hold |
4
| – | – | 2.06% | 10 |
|
|
2019
Q2 | $1.27M | Hold |
4
| – | – | 0.94% | 10 |
|
|
2019
Q1 | $1.21M | Hold |
4
| – | – | 0.93% | 10 |
|
|
2018
Q4 | $1.22M | Buy |
4
+1
| +33% | +$306K | 1.02% | 10 |
|
|
2018
Q3 | $960K | Hold |
3
| – | – | 0.91% | 8 |
|
|
2018
Q2 | $846K | Buy |
3
+1
| +50% | +$282K | 0.7% | 8 |
|
|
2018
Q1 | $598K | Hold |
2
| – | – | 0.49% | 10 |
|
|
2017
Q4 | $595K | Buy |
+2
| New | +$595K | 0.52% | 11 |
|