UP Strategic Wealth Investment Advisors’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	$672K	Hold	1,384	–	–	0.52%	31
2025 Q1	$737K	Buy	1,384 +288	+26%	+$153K	0.66%	28
2024 Q4	$497K	Buy	1,096 +595	+119%	+$270K	0.5%	37
2024 Q3	$231K	Buy	+501	New	+$231K	0.26%	70