Crux Wealth 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
$4.74M Buy
9,763
+1,811
+23% +$880K 2.02% 9
2025
Q1
$4.24M Buy
7,952
+1,995
+33% +$1.06M 2.2% 5
2024
Q4
$2.7M Buy
+5,957
New +$2.7M 1.5% 19