Marshall & Sterling 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
$1.55M Sell
3,193
-187
-6% -$90.8K 1.05% 25
2025
Q1
$1.8M Buy
3,380
+112
+3% +$59.6K 1.22% 21
2024
Q4
$1.48M Buy
+3,268
New +$1.48M 1.02% 29