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

Potentia Wealth’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.39M Sell
15,218
-915
-6% -$444K 4.21% 7
2025
Q1 		$8.59M Sell
16,133
-8,663
-35% -$4.61M 4.03% 5
2024
Q4 		$11.2M Buy
+24,796
New +$11.2M 5% 4