RBA Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
490
-42
| -8% | -$20.4K | 0.09% | 90 |
|
|
2025
Q1 | $283K | Hold |
532
| – | – | 0.11% | 79 |
|
|
2024
Q4 | $241K | Sell |
532
-124
| -19% | -$56.2K | 0.09% | 82 |
|
|
2024
Q3 | $302K | Sell |
656
-30
| -4% | -$13.8K | 0.12% | 73 |
|
|
2024
Q2 | $279K | Sell |
686
-69
| -9% | -$28.1K | 0.11% | 78 |
|
|
2024
Q1 | $317K | Hold |
755
| – | – | 0.13% | 75 |
|
|
2023
Q4 | $269K | Sell |
755
-6
| -0.8% | -$2.14K | 0.12% | 77 |
|
|
2023
Q3 | $267K | Hold |
761
| – | – | 0.13% | 76 |
|
|
2023
Q2 | $260K | Sell |
761
-20
| -3% | -$6.82K | 0.12% | 79 |
|
|
2023
Q1 | $241K | Hold |
781
| – | – | 0.12% | 82 |
|
|
2022
Q4 | $241K | Sell |
781
-154
| -16% | -$47.6K | 0.13% | 80 |
|
|
2022
Q3 | $250K | Sell |
935
-17
| -2% | -$4.55K | 0.14% | 80 |
|
|
2022
Q2 | $260K | Sell |
952
-7
| -0.7% | -$1.91K | 0.14% | 82 |
|
|
2022
Q1 | $338K | Hold |
959
| – | – | 0.16% | 79 |
|
|
2021
Q4 | $287K | Hold |
959
| – | – | 0.14% | 90 |
|
|
2021
Q3 | $262K | Sell |
959
-114
| -11% | -$31.1K | 0.63% | 18 |
|
|
2021
Q2 | $298K | Sell |
1,073
-39
| -4% | -$10.8K | 0.63% | 21 |
|
|
2021
Q1 | $284K | Sell |
1,112
-301
| -21% | -$76.9K | 0.24% | 55 |
|
|
2020
Q4 | $328K | Sell |
1,413
-743
| -34% | -$172K | 0.2% | 83 |
|
|
2020
Q3 | $459K | Sell |
2,156
-182
| -8% | -$38.7K | 0.31% | 77 |
|
|
2020
Q2 | $417K | Sell |
2,338
-411
| -15% | -$73.3K | 0.3% | 80 |
|
|
2020
Q1 | $503K | Sell |
2,749
-79
| -3% | -$14.5K | 0.44% | 68 |
|
|
2019
Q4 | $638K | Sell |
2,828
-49
| -2% | -$11.1K | 0.43% | 54 |
|
|
2019
Q3 | $598K | Sell |
2,877
-69
| -2% | -$14.3K | 0.46% | 52 |
|
|
2019
Q2 | $628K | Buy |
+2,946
| New | +$628K | 0.48% | 53 |
|