Whalen Wealth Management’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
2024
Q2
Sell
-3,923
Closed -$1.65M 106
2024
Q1
$1.65M Buy
+3,923
New +$1.65M 1.22% 15