Theory Financial’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
$570K Buy
1,208
+100
+9% +$47.2K 0.22% 60
2025
Q1
$590K Hold
1,108
0.25% 54
2024
Q4
$502K Buy
+1,108
New +$502K 0.21% 55