Sard Wealth Management Group’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	$642K	Buy	1,322 +615	+87%	+$299K	0.4%	26
2025 Q1	$377K	Buy	707 +150	+27%	+$79.9K	0.25%	32
2024 Q4	$252K	Buy	557 +80	+17%	+$36.3K	0.17%	37
2024 Q3	$220K	Buy	+477	New	+$220K	0.15%	42