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BRK/BBRK/B
11 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in BERKSHIRE HATHAWAY INC-CL B

Dynasty Wealth Management, LLC holds 567 shares of BRK/B (BERKSHIRE HATHAWAY INC-CL B), worth $283,721 as of 2026-Q2. The position was decreased (-6.7% shares). BRK/B represents 0.0% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$283,721

Current Shares

567

Total Value Change

-$593,279

Total Shares Change

-3,857

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
567
-6.7%
$283,7210.0%$500.39
0
2026-Q1
Increased
608
+33.0%
$291,3540.0%$481.36
30
2025-Q4
New
457
-
$229,7110.0%$503.71
32
2024-Q3
Exited
0
-100.0%
$00.0%$457.47
0
2024-Q2
Decreased
8,505
-1.8%
$3.5M0.1%$406.80
0
2024-Q1
New
8,663
-
$3.6M0.1%$420.52
44
2018-Q4
Exited
0
-100.0%
$00.0%$202.08
0
2018-Q3
Increased
8,227
+39.0%
$1.8M2.3%$214.11
58
2018-Q2
Decreased
5,918
-8.8%
$1.1M2.3%$186.65
0
2018-Q1
Increased
6,490
+46.7%
$1.3M0.5%$199.48
49
2017-Q4
New
4,424
-
$877,0001.5%$198.22
57

Other major holders of BRK/B: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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