Spectrum Investment 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
$723K Sell
1,489
-426
-22% -$207K 0.42% 17
2025
Q1
$1.02M Sell
1,915
-84
-4% -$44.7K 0.66% 14
2024
Q4
$906K Sell
1,999
-20
-1% -$9.07K 0.6% 14
2024
Q3
$929K Sell
2,019
-15
-0.7% -$6.9K 0.64% 13
2024
Q2
$827K Sell
2,034
-203
-9% -$82.6K 0.61% 14
2024
Q1
$941K Buy
2,237
+695
+45% +$292K 0.69% 14
2023
Q4
$550K Buy
+1,542
New +$550K 0.44% 21