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Heritage Oak Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$217K Buy
446
+16
+4% +$7.77K 0.08% 70
2025
Q1 		$229K Buy
+430
New +$229K 0.1% 64