Shum Financial 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 Q1	$682K	Sell	1,280 -24	-2%	-$12.8K	0.59%	54
2024 Q4	$591K	Sell	1,304 -520	-29%	-$236K	0.51%	61
2024 Q3	$812K	Buy	+1,824	New	+$812K	0.68%	48