Copia 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
$159K Buy
328
+15
+5% +$7.29K 0.13% 102
2025
Q1
$167K Buy
313
+25
+9% +$13.3K 0.15% 96
2024
Q4
$131K Buy
+288
New +$131K 0.12% 102