OHWA
Oak Hill Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Buy |
2,279
+45
| +2% | +$21.5K | 0.23% | 57 |
|
2025
Q1 | $1.19M | Sell |
2,234
-14
| -0.6% | -$7.46K | 0.28% | 50 |
|
2024
Q4 | $1.02M | Buy |
+2,248
| New | +$1.02M | 0.24% | 48 |
|
2024
Q3 | – | Sell |
-2,158
| Closed | -$878K | – | 23 |
|
2024
Q2 | $878K | Buy |
+2,158
| New | +$878K | 0.27% | 42 |
|
2024
Q1 | – | Sell |
-2,638
| Closed | -$941K | – | 19 |
|
2023
Q4 | $941K | Sell |
2,638
-333
| -11% | -$119K | 0.32% | 39 |
|
2023
Q3 | $1.04M | Sell |
2,971
-413
| -12% | -$145K | 0.4% | 32 |
|
2023
Q2 | $1.15M | Buy |
3,384
+431
| +15% | +$147K | 0.43% | 31 |
|
2023
Q1 | $912K | Hold |
2,953
| – | – | 0.36% | 38 |
|
2022
Q4 | $912K | Buy |
+2,953
| New | +$912K | 0.38% | 39 |
|