SwitchPoint Financial Planning’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
$593K Buy
1,220
+265
+28% +$129K 0.49% 35
2025
Q1
$509K Sell
955
-985
-51% -$525K 0.48% 29
2024
Q4
$879K Buy
+1,940
New +$879K 0.84% 27