Avondale 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 | $726K | Buy |
1,495
+390
| +35% | +$189K | 0.41% | 28 |
|
|
2025
Q1 | $589K | Buy |
1,105
+100
| +10% | +$53.3K | 0.37% | 34 |
|
|
2024
Q4 | $456K | Buy |
1,005
+55
| +6% | +$24.9K | 0.29% | 34 |
|
|
2024
Q3 | $437K | Sell |
950
-150
| -14% | -$69K | 0.28% | 32 |
|
|
2024
Q2 | $447K | Buy |
1,100
+275
| +33% | +$112K | 0.31% | 31 |
|
|
2024
Q1 | $347K | Buy |
825
+200
| +32% | +$84.1K | 0.24% | 36 |
|
|
2023
Q4 | $223K | Hold |
625
| – | – | 0.18% | 42 |
|
|
2023
Q3 | $219K | Sell |
625
-150
| -19% | -$52.5K | 0.19% | 43 |
|
|
2023
Q2 | $264K | Sell |
775
-50
| -6% | -$17.1K | 0.22% | 40 |
|
|
2023
Q1 | $255K | Sell |
825
-125
| -13% | -$38.6K | 0.22% | 38 |
|
|
2022
Q4 | $293K | Buy |
950
+100
| +12% | +$30.9K | 0.25% | 30 |
|
|
2022
Q3 | $227K | Sell |
850
-425
| -33% | -$114K | 0.25% | 32 |
|
|
2022
Q2 | $348K | Buy |
1,275
+325
| +34% | +$88.7K | 0.4% | 25 |
|
|
2022
Q1 | $335K | Buy |
950
+150
| +19% | +$52.9K | 0.39% | 31 |
|
|
2021
Q4 | $239K | Buy |
800
+250
| +45% | +$74.7K | 0.24% | 42 |
|
|
2021
Q3 | $150K | Hold |
550
| – | – | 0.15% | 50 |
|
|
2021
Q2 | $153K | Buy |
550
+200
| +57% | +$55.6K | 0.14% | 49 |
|
|
2021
Q1 | $89K | Buy |
350
+200
| +133% | +$50.9K | 0.09% | 56 |
|
|
2020
Q4 | $35K | Hold |
150
| – | – | 0.04% | 63 |
|
|
2020
Q3 | $32K | Buy |
+150
| New | +$32K | 0.05% | 57 |
|