Avaii Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Avaii Wealth Management, LLC

$229 Million
Q3 2025

A detailed history of Avaii Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 12,980 shares of BRK-B stock, worth $6.61 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

12,980

Previous 11,640 11.51%

Holding current value

$6.61 Million

Previous $5.65 Million 15.41%

% of portfolio

2.85%

Previous 2.89%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$459.11 - $506.91 $615,207 - $679,259	1,340 Added 11.51%	12,980 $6.53 Million
Q2 2025 Jul 15, 2025	BUY	$483.48 - $539.8 $847,056 - $945,729	1,752 Added 17.72%	11,640 $5.65 Million
Q1 2025 Apr 16, 2025	SELL	$442.66 - $534.52 $578,999 - $699,152	-1,308 Reduced 11.68%	9,888 $5.27 Million
Q4 2024 Jan 21, 2025	BUY	$442.29 - $483.08 $13,710 - $14,975	31 Added 0.28%	11,196 $5.07 Million
Q3 2024 Oct 16, 2024	BUY	$405.19 - $478.57 $297,814 - $351,748	735 Added 7.05%	11,165 $5.14 Million

Q2 2024 Jul 31, 2024	BUY	$396.73 - $420.24 $762,118 - $807,281	1,921 Added 22.58%	10,430 $4.24 Million
Q1 2024 Apr 29, 2024	BUY	$359.29 - $420.52 $2.7 Million - $3.16 Million	7,520 Added 760.36%	8,509 $3.58 Million
Q4 2023 Feb 05, 2024	SELL	$331.71 - $362.68 $15,590 - $17,045	-47 Reduced 4.54%	989 $352,000
Q3 2023 Oct 24, 2023	BUY	$340.9 - $370.48 $3,749 - $4,075	11 Added 1.07%	1,036 $362,000
Q2 2023 Jul 31, 2023	BUY	$309.07 - $341.0 $59,032 - $65,131	191 Added 22.9%	1,025 $349,000
Q1 2023 Apr 10, 2023	BUY	$293.51 - $320.37 $20,252 - $22,105	69 Added 9.02%	834 $257,000
Q4 2022 Jan 25, 2023	BUY	$264.0 - $318.6 $201,960 - $243,729	765 New	765 $0

Others Institutions Holding BRK-B

# of Institutions

5,126

Shares Held

882M

Call Options Held

19.6M

Put Options Held

15.2M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $662B

More about BRK-B

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Avaii Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History