Claris Financial’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
$1.08M Sell
2,230
-464
-17% -$225K 0.82% 30
2025
Q1
$1.22M Hold
2,694
0.8% 25
2024
Q4
$1.22M Buy
+2,694
New +$1.22M 0.8% 25