RIA
Realta Investment 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 | $275K | Sell |
566
-72
| -11% | -$35K | 0.11% | 150 |
|
|
2025
Q1 | $340K | Sell |
638
-154
| -19% | -$82K | 0.15% | 127 |
|
|
2024
Q4 | $359K | Sell |
792
-1,152
| -59% | -$523K | 0.15% | 127 |
|
|
2024
Q3 | $894K | Sell |
1,944
-16,356
| -89% | -$7.52M | 0.41% | 56 |
|
|
2024
Q2 | $7.44M | Buy |
18,300
+2,189
| +14% | +$890K | 1.46% | 8 |
|
|
2024
Q1 | $6.77M | Sell |
16,111
-2,336
| -13% | -$982K | 1.4% | 8 |
|
|
2023
Q4 | $6.58M | Sell |
18,447
-8,843
| -32% | -$3.15M | 1.49% | 7 |
|
|
2023
Q3 | $9.31M | Hold |
27,290
| – | – | 2.14% | 5 |
|
|
2023
Q2 | $9.31M | Sell |
27,290
-420
| -2% | -$143K | 2.03% | 5 |
|
|
2023
Q1 | $8.56M | Buy |
27,710
+8,934
| +48% | +$2.76M | 2.08% | 5 |
|
|
2022
Q4 | $5.8M | Buy |
18,776
+112
| +0.6% | +$34.6K | 1.41% | 7 |
|
|
2022
Q3 | $4.98M | Buy |
18,664
+242
| +1% | +$64.6K | 1.31% | 8 |
|
|
2022
Q2 | $5.11M | Buy |
18,422
+364
| +2% | +$101K | 1.25% | 11 |
|
|
2022
Q1 | $6.37M | Buy |
18,058
+66
| +0.4% | +$23.3K | 1.27% | 13 |
|
|
2021
Q4 | $5.38M | Sell |
17,992
-191
| -1% | -$57.1K | 1.18% | 11 |
|
|
2021
Q3 | $4.96M | Buy |
18,183
+35
| +0.2% | +$9.55K | 1.17% | 14 |
|
|
2021
Q2 | $5.04M | Buy |
18,148
+6
| +0% | +$1.67K | 1.2% | 11 |
|
|
2021
Q1 | $4.64M | Buy |
18,142
+837
| +5% | +$214K | 1.22% | 10 |
|
|
2020
Q4 | $4.01M | Buy |
17,305
+257
| +2% | +$59.6K | 1.14% | 16 |
|
|
2020
Q3 | $3.63M | Buy |
17,048
+4,975
| +41% | +$1.06M | 1.22% | 10 |
|
|
2020
Q2 | $2.16M | Sell |
12,073
-2,454
| -17% | -$438K | 0.71% | 25 |
|
|
2020
Q1 | $2.66M | Sell |
14,527
-2,058
| -12% | -$376K | 1.14% | 11 |
|
|
2019
Q4 | $3.66M | Buy |
16,585
+1,144
| +7% | +$252K | 1% | 10 |
|
|
2019
Q3 | $3.22M | Buy |
15,441
+201
| +1% | +$41.9K | 0.87% | 14 |
|
|
2019
Q2 | $3.24M | Buy |
15,240
+6,555
| +75% | +$1.39M | 0.9% | 14 |
|
|
2019
Q1 | $1.74M | Buy |
+8,685
| New | +$1.74M | 0.79% | 12 |
|