Navis 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 | $321K | Buy |
661
+23
| +4% | +$11.2K | 0.27% | 81 |
|
|
2025
Q1 | $340K | Buy |
638
+43
| +7% | +$22.9K | 0.33% | 71 |
|
|
2024
Q4 | $270K | Hold |
595
| – | – | 0.29% | 80 |
|
|
2024
Q3 | $274K | Buy |
+595
| New | +$274K | 0.3% | 80 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 108 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 113 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 108 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 111 |
|