Optivise Advisory 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	$609K	Buy	1,253 +84	+7%	+$40.8K	0.31%	82
2025 Q1	$622K	Buy	1,169 +51	+5%	+$27.2K	0.35%	71
2024 Q4	$507K	Buy	1,118 +151	+16%	+$68.5K	0.27%	87
2024 Q3	$445K	Buy	967 +35	+4%	+$16.1K	0.23%	87
2024 Q2	$379K	Buy	+932	New	+$379K	0.2%	106