Triad Wealth Partners’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	$1.94M	Buy	3,993 +2,567	+180%	+$1.25M	0.39%	50
2025 Q1	$759K	Buy	1,426 +466	+49%	+$248K	0.24%	74
2024 Q4	$435K	Buy	+960	New	+$435K	0.16%	101
2024 Q3	–	Sell	-569	Closed	-$231K	–	168
2024 Q2	$231K	Buy	+569	New	+$231K	0.12%	83