Stone Summit Wealth LLC's ownership history for BRK.B

Stone Summit Wealth LLC currently holds 940 shares with a market value of $472.6K. It started holding BRK.B on 2024-09-30. At its peak, it held 1.1K shares on 2024-09-30. Its highest holding value was $521.9K on 2025-03-31. At its lowest, it held 940 shares on 2025-09-30, with a value of $466.4K on 2024-12-31. In the recent 180 days, Stone Summit Wealth LLC has decreased its shares by 40. In the recent year, Stone Summit Wealth LLC has decreased its shares by 159.