Heritage Family Offices’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	$919K	Hold	1,747	–	–	0.46%	52
2025 Q1	$930K	Sell	1,747 -6	-0.3%	-$3.2K	0.48%	51
2024 Q4	$795K	Buy	1,753 +998	+132%	+$452K	0.4%	58
2024 Q3	$347K	Hold	755	–	–	0.18%	114
2024 Q2	$307K	Buy	+755	New	+$307K	0.17%	116