REDW Wealth’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 | $1.42M | Buy |
2,914
+93
| +3% | +$45.2K | 0.56% | 34 |
|
|
2025
Q1 | $1.5M | Hold |
2,821
| – | – | 0.56% | 33 |
|
|
2024
Q4 | $1.28M | Sell |
2,821
-3,884
| -58% | -$1.76M | 0.44% | 38 |
|
|
2024
Q3 | $3.09M | Sell |
6,705
-113
| -2% | -$52K | 0.79% | 27 |
|
|
2024
Q2 | $2.77M | Buy |
6,818
+7
| +0.1% | +$2.85K | 0.73% | 28 |
|
|
2024
Q1 | $2.86M | Sell |
6,811
-500
| -7% | -$210K | 0.77% | 27 |
|
|
2023
Q4 | $2.61M | Sell |
7,311
-1,739
| -19% | -$620K | 0.75% | 28 |
|
|
2023
Q3 | $3.17M | Sell |
9,050
-200
| -2% | -$70.1K | 0.98% | 25 |
|
|
2023
Q2 | $3.15M | Buy |
9,250
+81
| +0.9% | +$27.6K | 0.94% | 26 |
|
|
2023
Q1 | $2.83M | Buy |
9,169
+20
| +0.2% | +$6.18K | 0.9% | 27 |
|
|
2022
Q4 | $2.83M | Buy |
9,149
+1,005
| +12% | +$310K | 0.98% | 24 |
|
|
2022
Q3 | $2.18M | Buy |
8,144
+132
| +2% | +$35.3K | 0.84% | 24 |
|
|
2022
Q2 | $2.19M | Buy |
8,012
+10
| +0.1% | +$2.73K | 0.8% | 21 |
|
|
2022
Q1 | $2.82M | Sell |
8,002
-20
| -0.2% | -$7.06K | 0.84% | 21 |
|
|
2021
Q4 | $2.4M | Buy |
8,022
+50
| +0.6% | +$15K | 0.7% | 22 |
|
|
2021
Q3 | $2.18M | Hold |
7,972
| – | – | 0.69% | 21 |
|
|
2021
Q2 | $2.22M | Hold |
7,972
| – | – | 0.7% | 20 |
|
|
2021
Q1 | $2.04M | Hold |
7,972
| – | – | 0.68% | 20 |
|
|
2020
Q4 | $1.85M | Sell |
7,972
-43
| -0.5% | -$9.97K | 0.68% | 19 |
|
|
2020
Q3 | $1.71M | Buy |
8,015
+43
| +0.5% | +$9.16K | 0.72% | 19 |
|
|
2020
Q2 | $1.42M | Sell |
7,972
-33
| -0.4% | -$5.89K | 0.7% | 19 |
|
|
2020
Q1 | $1.46M | Sell |
8,005
-2,494
| -24% | -$456K | 0.92% | 18 |
|
|
2019
Q4 | $2.38M | Sell |
10,499
-1,586
| -13% | -$359K | 1.32% | 14 |
|
|
2019
Q3 | $2.51M | Sell |
12,085
-357
| -3% | -$74.3K | 1.48% | 11 |
|
|
2019
Q2 | $2.65M | Sell |
12,442
-514
| -4% | -$110K | 1.59% | 10 |
|
|
2019
Q1 | $2.6M | Sell |
12,956
-316
| -2% | -$63.5K | 1.6% | 10 |
|
|
2018
Q4 | $2.71M | Hold |
13,272
| – | – | 1.86% | 9 |
|
|
2018
Q3 | $2.84M | Hold |
13,272
| – | – | 1.88% | 10 |
|
|
2018
Q2 | $2.48M | Sell |
13,272
-400
| -3% | -$74.7K | 1.78% | 9 |
|
|
2018
Q1 | $2.73M | Sell |
13,672
-5
| -0% | -$997 | 2.03% | 8 |
|
|
2017
Q4 | $2.71M | Buy |
13,677
+503
| +4% | +$99.7K | 2.11% | 8 |
|
|
2017
Q3 | $2.42M | Buy |
13,174
+242
| +2% | +$44.4K | 2% | 9 |
|
|
2017
Q2 | $2.19M | Buy |
12,932
+1,185
| +10% | +$201K | 2.14% | 8 |
|
|
2017
Q1 | $1.96M | Buy |
11,747
+4,658
| +66% | +$776K | 1.99% | 9 |
|
|
2016
Q4 | $1.16M | Buy |
+7,089
| New | +$1.16M | 1.31% | 12 |
|