BRWA
B. Riley Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
+35,638
| New | +$17.3M | 0.81% | 16 |
|
|
2024
Q4 | $24.4M | Sell |
53,751
-6,394
| -11% | -$2.9M | 0.8% | 17 |
|
|
2024
Q3 | $27.5M | Sell |
60,145
-10,427
| -15% | -$4.78M | 0.77% | 15 |
|
|
2024
Q2 | $28.7M | Sell |
70,572
-7,337
| -9% | -$2.98M | 0.73% | 18 |
|
|
2024
Q1 | $27.3M | Buy |
77,909
+5,171
| +7% | +$1.81M | 0.74% | 17 |
|
|
2023
Q4 | $25.9M | Sell |
72,738
-5,171
| -7% | -$1.84M | 0.7% | 18 |
|
|
2023
Q3 | $27.3M | Sell |
77,909
-137,470
| -64% | -$48.2M | 0.74% | 17 |
|
|
2023
Q2 | $73.4M | Buy |
215,379
+140,985
| +190% | +$48.1M | 1.65% | 6 |
|
|
2023
Q1 | $23M | Buy |
74,394
+540
| +0.7% | +$167K | 0.61% | 25 |
|
|
2022
Q4 | $22.8M | Buy |
73,854
+9,133
| +14% | +$2.82M | 0.64% | 23 |
|
|
2022
Q3 | $17.3M | Buy |
64,721
+18,148
| +39% | +$4.85M | 0.52% | 34 |
|
|
2022
Q2 | $12.7M | Sell |
46,573
-6,616
| -12% | -$1.81M | 0.54% | 34 |
|
|
2022
Q1 | $18.8M | Buy |
53,189
+2,772
| +5% | +$978K | 0.61% | 24 |
|
|
2021
Q4 | $15.1M | Sell |
50,417
-523
| -1% | -$156K | 0.43% | 38 |
|
|
2021
Q3 | $13.9M | Buy |
50,940
+597
| +1% | +$163K | 0.44% | 40 |
|
|
2021
Q2 | $14M | Sell |
50,343
-3,874
| -7% | -$1.08M | 0.45% | 36 |
|
|
2021
Q1 | $13.9M | Buy |
54,217
+16,226
| +43% | +$4.15M | 0.49% | 34 |
|
|
2020
Q4 | $8.81M | Buy |
37,991
+2,520
| +7% | +$584K | 0.47% | 45 |
|
|
2020
Q3 | $7.56M | Sell |
35,471
-677
| -2% | -$144K | 0.4% | 58 |
|
|
2020
Q2 | $6.46M | Sell |
36,148
-241
| -0.7% | -$43K | 0.43% | 55 |
|
|
2020
Q1 | $6.66M | Buy |
36,389
+480
| +1% | +$87.8K | 0.57% | 36 |
|
|
2019
Q4 | $8.14M | Sell |
35,909
-2,787
| -7% | -$631K | 0.69% | 24 |
|
|
2019
Q3 | $8.05M | Buy |
38,696
+1,845
| +5% | +$384K | 0.79% | 17 |
|
|
2019
Q2 | $7.86M | Buy |
36,851
+109
| +0.3% | +$23.2K | 0.86% | 16 |
|
|
2019
Q1 | $7.38M | Sell |
36,742
-7,825
| -18% | -$1.57M | 0.92% | 13 |
|
|
2018
Q4 | $9.1M | Sell |
44,567
-3,106
| -7% | -$634K | 1.3% | 11 |
|
|
2018
Q3 | $10.2M | Buy |
47,673
+5,179
| +12% | +$1.11M | 1.22% | 11 |
|
|
2018
Q2 | $7.93M | Buy |
42,494
+5,525
| +15% | +$1.03M | 1.05% | 12 |
|
|
2018
Q1 | $7.38M | Buy |
36,969
+1,144
| +3% | +$228K | 1.03% | 13 |
|
|
2017
Q4 | $7.1M | Buy |
35,825
+1,393
| +4% | +$276K | 0.96% | 15 |
|
|
2017
Q3 | $6.31M | Sell |
34,432
-18
| -0.1% | -$3.3K | 1.05% | 15 |
|
|
2017
Q2 | $5.84M | Buy |
34,450
+2,166
| +7% | +$367K | 1.06% | 14 |
|
|
2017
Q1 | $5.38M | Buy |
32,284
+499
| +2% | +$83.2K | 1.07% | 13 |
|
|
2016
Q4 | $5.18M | Sell |
31,785
-3,366
| -10% | -$549K | 1.05% | 13 |
|
|
2016
Q3 | $5.08M | Buy |
+35,151
| New | +$5.08M | 1% | 11 |
|
|
2016
Q2 | – | Sell |
-23,196
| Closed | -$3.29M | – | 620 |
|
|
2016
Q1 | $3.29M | Sell |
23,196
-1,047
| -4% | -$149K | 0.76% | 22 |
|
|
2015
Q4 | $3.2M | Buy |
24,243
+829
| +4% | +$109K | 0.65% | 27 |
|
|
2015
Q3 | $3.05M | Buy |
23,414
+2,403
| +11% | +$313K | 0.73% | 20 |
|
|
2015
Q2 | $2.86M | Sell |
21,011
-7,105
| -25% | -$967K | 0.71% | 20 |
|
|
2015
Q1 | $4.06M | Buy |
28,116
+439
| +2% | +$63.4K | 0.99% | 10 |
|
|
2014
Q4 | $7.45K | Buy |
27,677
+410
| +2% | +$110 | 0.16% | 150 |
|
|
2014
Q3 | $3.77M | Sell |
27,267
-22,548
| -45% | -$3.11M | 0.98% | 10 |
|
|
2014
Q2 | $3.18M | Buy |
49,815
+26,171
| +111% | +$1.67M | 0.75% | 12 |
|
|
2014
Q1 | $2.96M | Buy |
23,644
+13,638
| +136% | +$1.7M | 0.89% | 14 |
|
|
2013
Q4 | $1.19M | Buy |
10,006
+4,871
| +95% | +$577K | 0.38% | 57 |
|
|
2013
Q3 | $583K | Sell |
5,135
-564
| -10% | -$64K | 0.2% | 122 |
|
|
2013
Q2 | $638K | Buy |
+5,699
| New | +$638K | 0.22% | 110 |
|