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Next Level Wealth Planning’s Berkshire Hathaway Class B BRK.B Stock Holding History

Next Level Wealth Planning’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$433K Sell
892
-12
-1% -$5.83K 0.28% 32
2025
Q1 		$481K Buy
904
+44
+5% +$23.4K 0.36% 25
2024
Q4 		$390K Buy
+860
New +$390K 0.31% 27