OWA
BRK.B icon

Oak Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Oak Wealth Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$332K Hold
683
– – 0.21% 45
2025
Q1 		$364K Sell
683
-101
-13% -$53.8K 0.27% 40
2024
Q4 		$355K Buy
+784
New +$355K 0.27% 41