Bernard 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	$5.01M	Sell	10,314 -806	-7%	-$392K	2.32%	10
2025 Q1	$5.92M	Sell	11,120 -54	-0.5%	-$28.8K	2.89%	8
2024 Q4	$5.06M	Buy	+11,174	New	+$5.06M	2.38%	10