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Octavia Wealth Advisors’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
$1.46M Hold
2
0.17% 56
2025
Q1
$1.6M Buy
+2
New +$1.6M 0.19% 55
2021
Q1
Sell
-200
Closed -$696K 166
2020
Q4
$696K Buy
+200
New +$696K 0.23% 74