Highland Financial 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
$453K Sell
933
-166
-15% -$80.6K 0.15% 40
2025
Q1
$585K Sell
1,099
-479
-30% -$255K 0.21% 33
2024
Q4
$715K Buy
1,578
+1,011
+178% +$458K 0.25% 29
2024
Q3
$261K Sell
567
-84
-13% -$38.7K 0.09% 39
2024
Q2
$265K Buy
+651
New +$265K 0.1% 40