Vestia Personal Wealth 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
$378K Buy
778
+42
+6% +$20.4K 0.26% 59
2025
Q1
$392K Sell
736
-54
-7% -$28.8K 0.31% 49
2024
Q4
$358K Buy
790
+89
+13% +$40.3K 0.29% 54
2024
Q3
$323K Sell
701
-47
-6% -$21.6K 0.3% 50
2024
Q2
$304K Buy
+748
New +$304K 0.32% 50