IWA
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Integrity Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.11M Sell
16,686
-945
-5% -$459K 5.66% 5
2025
Q1
$9.39M Buy
17,631
+58
+0.3% +$30.9K 6.88% 5
2024
Q4
$7.97M Buy
+17,573
New +$7.97M 5.8% 7