Summit Wealth Partners, LLC's ownership history for BRK.B

Summit Wealth Partners, LLC currently holds 487 shares with a market value of $243.7K. It started holding BRK.B on 2024-12-31. At its peak, it held 494 shares on 2024-12-31. Its highest holding value was $263.1K on 2025-03-31. At its lowest, it held 433 shares on 2025-09-30, with a value of $217.7K on 2025-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 13. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 7.