BW
BRK.B icon

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

Balance Wealth’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 		$298K Buy
612
+45
+8% +$21.9K 0.17% 86
2025
Q1 		$302K Buy
+567
New +$302K 0.2% 93