Challenger 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
$918K Sell
1,889
-20
-1% -$9.72K 0.64% 30
2025
Q1
$1.02M Sell
1,909
-26
-1% -$13.8K 0.81% 27
2024
Q4
$877K Buy
+1,935
New +$877K 0.76% 30