PWM
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Pines Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Pines Wealth Management’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 		$629K Hold
1,297
– – 0.22% 110
2025
Q1 		$639K Sell
1,297
-56
-4% -$27.6K 0.3% 88
2024
Q4 		$599K Buy
+1,353
New +$599K 0.26% 97