LifeGoal Wealth 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
Sell
-482
Closed -$257K 67
2025
Q1
$257K Sell
482
-141
-23% -$75.1K 0.28% 52
2024
Q4
$282K Buy
+623
New +$282K 0.31% 48