B. Riley Wealth Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.04% | 360 |
|
|
2024
Q3 | $1.37M | Hold |
2
| – | – | 0.04% | 414 |
|
|
2024
Q2 | $1.22M | Buy |
+2
| New | +$1.22M | 0.03% | 476 |
|
|
2023
Q3 | – | Sell |
-39
| Closed | -$20.2M | – | 1503 |
|
|
2023
Q2 | $20.2M | Buy |
39
+38
| +3,800% | +$19.7M | 0.45% | 44 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.01% | 835 |
|
|
2022
Q4 | $469K | Buy |
+1
| New | +$469K | 0.01% | 813 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | -$348K | – | 1357 |
|
|
2020
Q4 | $348K | Buy |
+1
| New | +$348K | 0.02% | 677 |
|