Synergy Investment Management’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
$427K Buy
878
+64
+8% +$31.1K 0.26% 47
2025
Q1
$434K Buy
814
+10
+1% +$5.33K 0.18% 80
2024
Q4
$364K Buy
+804
New +$364K 0.16% 81