LWM
BRK.B icon

Level Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Level Wealth Management’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 		$400K Sell
824
-1
-0.1% -$486 0.23% 39
2025
Q1 		$439K Hold
825
– – 0.29% 31
2024
Q4 		$374K Buy
+825
New +$374K 0.26% 35