SWP
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Summit Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

Summit Wealth Partners’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 		$230K Sell
474
-20
-4% -$9.72K 0.04% 199
2025
Q1 		$263K Hold
494
– – 0.05% 182
2024
Q4 		$224K Buy
+494
New +$224K 0.05% 189