Palo Alto 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
Sell
-440
Closed -$225K 56
2025
Q1
$225K Buy
+440
New +$225K 0.09% 50