Brown Financial Advisors’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
$2.16M Buy
4,437
+408
+10% +$198K 0.84% 40
2025
Q1
$2.15M Buy
4,029
+95
+2% +$50.6K 0.88% 40
2024
Q4
$1.78M Buy
3,934
+110
+3% +$49.9K 0.72% 40
2024
Q3
$1.76M Buy
3,824
+171
+5% +$78.7K 0.72% 44
2024
Q2
$1.49M Buy
+3,653
New +$1.49M 0.66% 51