WBI Investments’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	–	Sell	-973	Closed	-$518K	–	277
2025 Q1	$518K	Buy	+973	New	+$518K	0.14%	149
2015 Q3	–	Sell	-39,843	Closed	-$5.42M	–	162
2015 Q2	$5.42M	Buy	39,843 +4,741	+14%	+$645K	0.14%	126
2015 Q1	$5.07M	Buy	+35,102	New	+$5.07M	0.12%	123