IPA
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Investment Planning Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Investment Planning 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 		$364K Buy
749
+175
+30% +$85K 0.13% 62
2025
Q1 		$306K Buy
+574
New +$306K 0.12% 60