Wingate 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	$5.84M	Buy	12,029 +6,415	+114%	+$3.12M	5.2%	1
2025 Q1	$2.99M	Buy	5,614 +42	+0.8%	+$22.4K	3.44%	4
2024 Q4	$2.53M	Buy	+5,572	New	+$2.53M	2.48%	7