Partners Wealth Management’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
$4.48M Hold
8,404
5.1% 2
2025
Q1
$4.48M Sell
8,404
-100
-1% -$53.3K 5.07% 3
2024
Q4
$3.85M Buy
+8,504
New +$3.85M 4.38% 3