RDWM
Red Door 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Buy |
82,049
+1,184
| +1% | +$575K | 4.76% | 2 |
|
|
2025
Q1 | $43.1M | Buy |
80,865
+1,365
| +2% | +$727K | 6.37% | 1 |
|
|
2024
Q4 | $36M | Buy |
79,500
+2,222
| +3% | +$1.01M | 5.52% | 1 |
|
|
2024
Q3 | $35.6M | Buy |
77,278
+1,346
| +2% | +$620K | 5.92% | 1 |
|
|
2024
Q2 | $30.9M | Buy |
75,932
+1,064
| +1% | +$433K | 5.44% | 1 |
|
|
2024
Q1 | $31.5M | Buy |
74,868
+162
| +0.2% | +$68.1K | 6.07% | 1 |
|
|
2023
Q4 | $26.6M | Buy |
74,706
+878
| +1% | +$313K | 5.79% | 1 |
|
|
2023
Q3 | $25.9M | Sell |
73,828
-3,288
| -4% | -$1.15M | 6.46% | 1 |
|
|
2023
Q2 | $26.3M | Buy |
77,116
+51,967
| +207% | +$17.7M | 5.83% | 1 |
|
|
2023
Q1 | $7.77M | Buy |
25,149
+1,478
| +6% | +$456K | 2.43% | 6 |
|
|
2022
Q4 | $7.31M | Buy |
23,671
+524
| +2% | +$162K | 2.4% | 6 |
|
|
2022
Q3 | $6.18M | Buy |
23,147
+440
| +2% | +$117K | 2.34% | 8 |
|
|
2022
Q2 | $6.2M | Buy |
22,707
+1,203
| +6% | +$328K | 2.29% | 7 |
|
|
2022
Q1 | $7.59M | Buy |
21,504
+1,504
| +8% | +$531K | 2.54% | 7 |
|
|
2021
Q4 | $5.98M | Buy |
20,000
+1,376
| +7% | +$411K | 1.96% | 8 |
|
|
2021
Q3 | $5.08M | Buy |
18,624
+544
| +3% | +$148K | 1.94% | 9 |
|
|
2021
Q2 | $5.02M | Buy |
18,080
+1,170
| +7% | +$325K | 1.95% | 9 |
|
|
2021
Q1 | $4.32M | Buy |
16,910
+1,268
| +8% | +$324K | 2.2% | 10 |
|
|
2020
Q4 | $3.63M | Buy |
15,642
+125
| +0.8% | +$29K | 2.14% | 11 |
|
|
2020
Q3 | $3.3M | Buy |
15,517
+89
| +0.6% | +$18.9K | 2.43% | 7 |
|
|
2020
Q2 | $2.75M | Buy |
15,428
+6,655
| +76% | +$1.19M | 2.02% | 10 |
|
|
2020
Q1 | $1.6M | Buy |
8,773
+1,743
| +25% | +$318K | 1.52% | 17 |
|
|
2019
Q4 | $1.6M | Buy |
+7,030
| New | +$1.6M | 1.42% | 22 |
|