SWGC
BRK.B icon

Summit Wealth Group (Colorado)’s Berkshire Hathaway Class B BRK.B Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.53M Buy
+3,150
New +$1.53M 0.38% 65