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Axis Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

Axis Wealth Partners’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 		$311K Buy
640
+18
+3% +$8.74K 0.2% 116
2025
Q1 		$331K Sell
622
-140
-18% -$74.5K 0.24% 104
2024
Q4 		$345K Buy
+762
New +$345K 0.29% 96