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Topel & Distasi Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Topel & Distasi Wealth Management’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 		$236K Hold
485
– – 0.12% 59
2025
Q1 		$258K Hold
485
– – 0.12% 71
2024
Q4 		$220K Hold
485
– – 0.09% 74
2024
Q3 		$223K Buy
+485
New +$223K 0.09% 77