Allen Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Hold
466
0.16% 58
2025
Q1
$248K Hold
466
0.17% 54
2024
Q4
$211K Buy
466
+20
+4% +$9.07K 0.15% 57
2024
Q3
$205K Buy
+446
New +$205K 0.14% 59