Elevation Wealth Partners’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	$2.28M	Sell	4,687 -115	-2%	-$55.9K	0.9%	29
2025 Q1	$2.56M	Sell	4,802 -204	-4%	-$109K	1.11%	21
2024 Q4	$2.27M	Sell	5,006 -5	-0.1%	-$2.27K	0.96%	26
2024 Q3	$2.31M	Buy	5,011 +40	+0.8%	+$18.4K	0.99%	26
2024 Q2	$2.02M	Buy	+4,971	New	+$2.02M	0.96%	25