Curi RMB Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
8
+1
| +14% | +$729K | 0.11% | 201 |
|
|
2025
Q1 | $5.59M | Buy |
7
+6
| +600% | +$4.79M | 0.14% | 184 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.02% | 377 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.02% | 389 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.01% | 391 |
|
|
2024
Q1 | $634K | Sell |
1
-5
| -83% | -$3.17M | 0.01% | 403 |
|
|
2023
Q4 | $3.26M | Buy |
+6
| New | +$3.26M | 0.1% | 192 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$518K | – | 501 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.02% | 369 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.02% | 371 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.02% | 371 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.02% | 376 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.01% | 376 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.02% | 325 |
|
|
2021
Q4 | $451K | Sell |
1
-6
| -86% | -$2.71M | 0.01% | 365 |
|
|
2021
Q3 | $2.88M | Hold |
7
| – | – | 0.09% | 171 |
|
|
2021
Q2 | $2.93M | Hold |
7
| – | – | 0.1% | 170 |
|
|
2021
Q1 | $2.7M | Hold |
7
| – | – | 0.1% | 164 |
|
|
2020
Q4 | $2.44M | Hold |
7
| – | – | 0.09% | 187 |
|
|
2020
Q3 | $2.24M | Hold |
7
| – | – | 0.1% | 181 |
|
|
2020
Q2 | $1.87M | Hold |
7
| – | – | 0.08% | 208 |
|
|
2020
Q1 | $1.9M | Hold |
7
| – | – | 0.09% | 201 |
|
|
2019
Q4 | $2.38M | Sell |
7
-5
| -42% | -$1.7M | 0.07% | 234 |
|
|
2019
Q3 | $3.74M | Sell |
12
-5
| -29% | -$1.56M | 0.1% | 185 |
|
|
2019
Q2 | $5.41M | Buy |
17
+5
| +42% | +$1.59M | 0.14% | 143 |
|
|
2019
Q1 | $3.61M | Buy |
12
+5
| +71% | +$1.51M | 0.09% | 210 |
|
|
2018
Q4 | $2.14M | Buy |
7
+1
| +17% | +$306K | 0.05% | 293 |
|
|
2018
Q3 | $1.92M | Sell |
6
-594
| -99% | -$190M | 0.05% | 366 |
|
|
2018
Q2 | $1.69M | Hold |
600
| – | – | 0.04% | 389 |
|
|
2018
Q1 | $1.8M | Hold |
600
| – | – | 0.05% | 382 |
|
|
2017
Q4 | $1.79M | Buy |
+600
| New | +$1.79M | 0.05% | 373 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | -$255K | – | 681 |
|
|
2017
Q2 | $255K | Buy |
+1
| New | +$255K | 0.01% | 605 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | -$6.51M | – | 413 |
|
|
2016
Q2 | $6.51M | Buy |
+30
| New | +$6.51M | 0.34% | 68 |
|