BRWM
B. Riley Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $517K | Buy |
20,136
+1,186
| +6% | +$30.4K | 0.6% | 11 |
|
|
2022
Q1 | $6.69M | Buy |
18,950
+945
| +5% | +$334K | 0.52% | 47 |
|
|
2021
Q4 | $5.38M | Buy |
18,005
+408
| +2% | +$122K | 0.37% | 63 |
|
|
2021
Q3 | $4.8M | Buy |
17,597
+970
| +6% | +$265K | 0.37% | 68 |
|
|
2021
Q2 | $4.62M | Buy |
16,627
+1,358
| +9% | +$377K | 0.51% | 49 |
|
|
2021
Q1 | $3.9M | Sell |
15,269
-422
| -3% | -$108K | 0.46% | 56 |
|
|
2020
Q4 | $3.64M | Sell |
15,691
-2,547
| -14% | -$591K | 0.47% | 55 |
|
|
2020
Q3 | $3.88M | Buy |
18,238
+11,206
| +159% | +$2.39M | 0.46% | 58 |
|
|
2020
Q2 | $1.26M | Sell |
7,032
-20,984
| -75% | -$3.75M | 0.14% | 142 |
|
|
2020
Q1 | $5.12M | Buy |
28,016
+20,500
| +273% | +$3.75M | 0.54% | 49 |
|
|
2019
Q4 | $1.7M | Sell |
7,516
-338
| -4% | -$76.5K | 0.26% | 93 |
|
|
2019
Q3 | $1.63M | Sell |
7,854
-363
| -4% | -$75.5K | 0.29% | 83 |
|
|
2019
Q2 | $1.75K | Sell |
8,217
-152
| -2% | -$32 | 0.27% | 75 |
|
|
2019
Q1 | $1.68M | Buy |
8,369
+1,358
| +19% | +$273K | 0.29% | 79 |
|
|
2018
Q4 | $1.43M | Buy |
7,011
+2,632
| +60% | +$537K | 0.3% | 75 |
|
|
2018
Q3 | $938K | Buy |
+4,379
| New | +$938K | 0.23% | 98 |
|
|
2015
Q3 | – | Sell |
-1,328
| Closed | -$180K | – | 215 |
|
|
2015
Q2 | $180K | Sell |
1,328
-2,450
| -65% | -$332K | 0.14% | 201 |
|
|
2015
Q1 | $545K | Buy |
3,778
+100
| +3% | +$14.4K | 0.41% | 54 |
|
|
2014
Q4 | $552K | Buy |
3,678
+2,146
| +140% | +$322K | 0.45% | 46 |
|
|
2014
Q3 | $211K | Sell |
1,532
-4,800
| -76% | -$661K | 0.16% | 179 |
|
|
2014
Q2 | $801K | Buy |
6,332
+4,900
| +342% | +$620K | 0.52% | 34 |
|
|
2014
Q1 | $179K | Buy |
+1,432
| New | +$179K | 0.13% | 215 |
|