OWA
Octavia 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 | $2.4M | Sell |
4,941
-798
| -14% | -$388K | 0.27% | 43 |
|
|
2025
Q1 | $3.06M | Buy |
5,739
+5
| +0.1% | +$2.66K | 0.37% | 36 |
|
|
2024
Q4 | $2.6M | Sell |
5,734
-72
| -1% | -$32.6K | 0.32% | 39 |
|
|
2024
Q3 | $2.67M | Sell |
5,806
-569
| -9% | -$262K | 0.33% | 37 |
|
|
2024
Q2 | $2.59M | Buy |
6,375
+271
| +4% | +$110K | 0.35% | 38 |
|
|
2024
Q1 | $2.57M | Sell |
6,104
-147
| -2% | -$61.8K | 0.38% | 36 |
|
|
2023
Q4 | $2.23M | Sell |
6,251
-484
| -7% | -$173K | 0.39% | 37 |
|
|
2023
Q3 | $2.36M | Buy |
6,735
+235
| +4% | +$82.3K | 0.48% | 35 |
|
|
2023
Q2 | $2.22M | Sell |
6,500
-94
| -1% | -$32.1K | 0.45% | 38 |
|
|
2023
Q1 | $2.04M | Buy |
6,594
+225
| +4% | +$69.5K | 0.46% | 37 |
|
|
2022
Q4 | $1.97M | Sell |
6,369
-6
| -0.1% | -$1.85K | 0.49% | 38 |
|
|
2022
Q3 | $1.7M | Sell |
6,375
-194
| -3% | -$51.8K | 0.46% | 42 |
|
|
2022
Q2 | $1.8M | Buy |
6,569
+454
| +7% | +$124K | 0.47% | 42 |
|
|
2022
Q1 | $2.16M | Sell |
6,115
-311
| -5% | -$110K | 0.48% | 38 |
|
|
2021
Q4 | $1.92M | Buy |
6,426
+326
| +5% | +$97.5K | 0.41% | 43 |
|
|
2021
Q3 | $1.66M | Sell |
6,100
-165
| -3% | -$45K | 0.43% | 43 |
|
|
2021
Q2 | $1.74M | Buy |
6,265
+19
| +0.3% | +$5.28K | 0.46% | 43 |
|
|
2021
Q1 | $1.6M | Buy |
6,246
+3
| +0% | +$767 | 0.48% | 46 |
|
|
2020
Q4 | $1.45M | Buy |
+6,243
| New | +$1.45M | 0.47% | 46 |
|