Rooted 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	$755K	Buy	1,586 +353	+29%	+$168K	0.26%	51
2025 Q1	$609K	Sell	1,233 -102	-8%	-$50.3K	0.26%	52
2024 Q4	$605K	Buy	1,335 +401	+43%	+$182K	0.24%	52
2024 Q3	$424K	Buy	+934	New	+$424K	0.19%	60