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ORG Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.8M Sell
26,296
-863
-3% -$420K 3.06% 4
2025
Q1
$14.5M Sell
27,159
-404
-1% -$215K 4.44% 4
2024
Q4
$12.5M Sell
27,563
-108
-0.4% -$49K 3.85% 5
2024
Q3
$12.7M Buy
+27,671
New +$12.7M 4.23% 5