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BRK/B

11 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in Berkshire Hathaway Inc.

Yes. Dynasty Wealth Management holds 567 shares of BRK/B (Berkshire Hathaway), worth $283,721, as of its Q2 2026 13F filing. It reduced the position by 41 shares (-6.7%) from Q1 2026. Dynasty Wealth Management has held BRK/B since Q4 2025, across 3 quarterly 13F filings.

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%$479.20
30
2025-Q4
New
457
-
$229,7110.0%$502.65
32
2024-Q3
Exited
0
-100.0%
$00.0%$460.26
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%$204.18
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
First report
4,424
-
$877,0001.5%$198.22
0

Other major holders of BRK/B: Vanguard Group Inc.

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