PIWA
Prevail Innovative 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 | $825K | Buy |
1,699
+115
| +7% | +$55.9K | 0.19% | 150 |
|
|
2025
Q1 | $844K | Buy |
1,584
+76
| +5% | +$40.5K | 0.22% | 116 |
|
|
2024
Q4 | $684K | Buy |
1,508
+572
| +61% | +$259K | 0.2% | 108 |
|
|
2024
Q3 | $431K | Buy |
936
+114
| +14% | +$52.5K | 0.13% | 126 |
|
|
2024
Q2 | $334K | Buy |
822
+41
| +5% | +$16.7K | 0.12% | 127 |
|
|
2024
Q1 | $328K | Sell |
781
-85
| -10% | -$35.7K | 0.12% | 137 |
|
|
2023
Q4 | $309K | Buy |
866
+173
| +25% | +$61.7K | 0.15% | 113 |
|
|
2023
Q3 | $243K | Hold |
693
| – | – | 0.13% | 113 |
|
|
2023
Q2 | $236K | Buy |
+693
| New | +$236K | 0.13% | 92 |
|