McCarter Private Wealth Services’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	$327K	Buy	673 +73	+12%	+$35.5K	0.19%	94
2025 Q1	$320K	Buy	600 +90	+18%	+$47.9K	0.21%	79
2024 Q4	$231K	Sell	510 -19	-4%	-$8.61K	0.15%	93
2024 Q3	$243K	Buy	+529	New	+$243K	0.15%	93