Redmont Wealth Advisors’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
Q1 | $698K | Sell |
1,311
-714
| -35% | -$380K | 1.36% | 12 |
|
|
2024
Q4 | $918K | Sell |
2,025
-5
| -0.2% | -$2.27K | 1.59% | 14 |
|
|
2024
Q3 | $934K | Sell |
2,030
-208
| -9% | -$95.7K | 1.45% | 14 |
|
|
2024
Q2 | $910K | Sell |
2,238
-397
| -15% | -$162K | 1.43% | 13 |
|
|
2024
Q1 | $1.11M | Sell |
2,635
-254
| -9% | -$107K | 1.53% | 12 |
|
|
2023
Q4 | $1.03M | Buy |
2,889
+270
| +10% | +$96.3K | 1.5% | 15 |
|
|
2023
Q3 | $917K | Buy |
2,619
+103
| +4% | +$36.1K | 1.61% | 13 |
|
|
2023
Q2 | $858K | Buy |
2,516
+707
| +39% | +$241K | 1.48% | 14 |
|
|
2023
Q1 | $559K | Sell |
1,809
-894
| -33% | -$276K | 1.13% | 20 |
|
|
2022
Q4 | $835K | Buy |
2,703
+1,533
| +131% | +$474K | 0.98% | 20 |
|
|
2022
Q3 | $312K | Sell |
1,170
-88
| -7% | -$23.5K | 0.41% | 62 |
|
|
2022
Q2 | $343K | Buy |
1,258
+235
| +23% | +$64.1K | 0.42% | 56 |
|
|
2022
Q1 | $361K | Buy |
1,023
+23
| +2% | +$8.12K | 0.38% | 60 |
|
|
2021
Q4 | $299K | Buy |
+1,000
| New | +$299K | 0.32% | 66 |
|