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Allium Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Allium Financial Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$964K Buy
1,984
+1
+0.1% +$486 0.71% 24
2025
Q1 		$1.06M Buy
+1,983
New +$1.06M 0.96% 21