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

Invera 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
2024
Q2 		– Sell
-6,187
Closed -$2.47M – 56
2024
Q1 		$2.47M Buy
6,187
+186
+3% +$74.4K 2.1% 18
2023
Q4 		$2.14M Buy
+6,001
New +$2.14M 1.34% 25