Mindset Wealth Management’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
$1.91M Buy
3,937
+352
+10% +$171K 0.63% 13
2025
Q1
$1.91M Buy
3,585
+789
+28% +$420K 0.74% 10
2024
Q4
$1.27M Buy
2,796
+42
+2% +$19K 0.46% 15
2024
Q3
$1.27M Buy
+2,754
New +$1.27M 0.52% 13