Heritage Wealth Management (Ohio)’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	$1.6M	Sell	3,303 -210	-6%	-$102K	0.52%	51
2025 Q1	$1.87M	Buy	3,513 +19	+0.5%	+$10.1K	0.64%	39
2024 Q4	$1.58M	Sell	3,494 -18	-0.5%	-$8.16K	0.53%	45
2024 Q3	$1.62M	Sell	3,512 -257	-7%	-$118K	0.53%	39
2024 Q2	$1.55M	Buy	+3,769	New	+$1.55M	0.52%	45