RIA
Regal 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 | $4.64M | Sell |
9,559
-55
| -0.6% | -$26.7K | 0.35% | 78 |
|
|
2025
Q1 | $5.12M | Sell |
9,614
-7,327
| -43% | -$3.9M | 0.41% | 69 |
|
|
2024
Q4 | $7.68M | Sell |
16,941
-304
| -2% | -$138K | 0.58% | 43 |
|
|
2024
Q3 | $7.94M | Sell |
17,245
-2,464
| -13% | -$1.13M | 0.56% | 43 |
|
|
2024
Q2 | $8.02M | Buy |
19,709
+551
| +3% | +$224K | 0.52% | 43 |
|
|
2024
Q1 | $8.06M | Buy |
19,158
+155
| +0.8% | +$65.2K | 0.55% | 42 |
|
|
2023
Q4 | $6.78M | Buy |
19,003
+4,649
| +32% | +$1.66M | 0.51% | 50 |
|
|
2023
Q3 | $5.03M | Buy |
14,354
+992
| +7% | +$348K | 0.42% | 66 |
|
|
2023
Q2 | $4.56M | Sell |
13,362
-200
| -1% | -$68.2K | 0.38% | 79 |
|
|
2023
Q1 | $4.19M | Buy |
13,562
+1,728
| +15% | +$534K | 0.37% | 81 |
|
|
2022
Q4 | $3.66M | Buy |
11,834
+5
| +0% | +$1.54K | 0.35% | 80 |
|
|
2022
Q3 | $3.16M | Sell |
11,829
-317
| -3% | -$84.6K | 0.33% | 79 |
|
|
2022
Q2 | $3.32M | Buy |
12,146
+628
| +5% | +$171K | 0.35% | 79 |
|
|
2022
Q1 | $4.07M | Sell |
11,518
-1,719
| -13% | -$607K | 0.37% | 72 |
|
|
2021
Q4 | $3.96M | Sell |
13,237
-451
| -3% | -$135K | 0.35% | 78 |
|
|
2021
Q3 | $3.74M | Buy |
13,688
+1,546
| +13% | +$422K | 0.36% | 73 |
|
|
2021
Q2 | $3.38M | Buy |
+12,142
| New | +$3.38M | 0.34% | 77 |
|
|
2021
Q1 | – | Sell |
-10,906
| Closed | -$2.53M | – | 68 |
|
|
2020
Q4 | $2.53M | Buy |
+10,906
| New | +$2.53M | 0.29% | 90 |
|
|
2020
Q1 | – | Sell |
-1,540
| Closed | -$349K | – | 58 |
|
|
2019
Q4 | $349K | Sell |
1,540
-68
| -4% | -$15.4K | 0.06% | 243 |
|
|
2019
Q3 | $334K | Sell |
1,608
-634
| -28% | -$132K | 0.07% | 235 |
|
|
2019
Q2 | $478K | Buy |
2,242
+35
| +2% | +$7.46K | 0.09% | 195 |
|
|
2019
Q1 | $443K | Sell |
2,207
-1,334
| -38% | -$268K | 0.09% | 194 |
|
|
2018
Q4 | $723K | Sell |
3,541
-530
| -13% | -$108K | 0.16% | 152 |
|
|
2018
Q3 | $872K | Buy |
4,071
+2,356
| +137% | +$505K | 0.18% | 142 |
|
|
2018
Q2 | $320K | Sell |
1,715
-13,269
| -89% | -$2.48M | 0.1% | 201 |
|
|
2018
Q1 | $2.99M | Buy |
14,984
+145
| +1% | +$28.9K | 0.66% | 40 |
|
|
2017
Q4 | $2.94M | Sell |
14,839
-1,597
| -10% | -$317K | 0.66% | 42 |
|
|
2017
Q3 | $3.01M | Sell |
16,436
-2,199
| -12% | -$403K | 0.7% | 38 |
|
|
2017
Q2 | $3.16M | Sell |
18,635
-2,005
| -10% | -$340K | 0.78% | 36 |
|
|
2017
Q1 | $3.44M | Sell |
20,640
-1,480
| -7% | -$247K | 0.9% | 29 |
|
|
2016
Q4 | $3.61M | Sell |
22,120
-371
| -2% | -$60.5K | 1% | 25 |
|
|
2016
Q3 | $3.25M | Sell |
22,491
-2,947
| -12% | -$426K | 0.92% | 30 |
|
|
2016
Q2 | $3.68M | Sell |
25,438
-2,653
| -9% | -$384K | 1.01% | 21 |
|
|
2016
Q1 | $3.99M | Sell |
28,091
-433
| -2% | -$61.4K | 1.08% | 19 |
|
|
2015
Q4 | $3.77M | Buy |
28,524
+2,251
| +9% | +$297K | 0.98% | 24 |
|
|
2015
Q3 | $3.43M | Buy |
26,273
+155
| +0.6% | +$20.2K | 0.89% | 22 |
|
|
2015
Q2 | $3.55M | Buy |
26,118
+859
| +3% | +$117K | 0.96% | 19 |
|
|
2015
Q1 | $3.65M | Buy |
25,259
+1,704
| +7% | +$246K | 0.9% | 18 |
|
|
2014
Q4 | $3.54M | Sell |
23,555
-3,286
| -12% | -$493K | 0.95% | 18 |
|
|
2014
Q3 | $3.71M | Buy |
26,841
+1,343
| +5% | +$186K | 1.12% | 11 |
|
|
2014
Q2 | $3.23M | Buy |
25,498
+19,160
| +302% | +$2.42M | 1.15% | 9 |
|
|
2014
Q1 | $792K | Buy |
6,338
+247
| +4% | +$30.9K | 0.34% | 88 |
|
|
2013
Q4 | $722K | Buy |
6,091
+36
| +0.6% | +$4.27K | 0.41% | 79 |
|
|
2013
Q3 | $687K | Sell |
6,055
-212
| -3% | -$24.1K | 0.4% | 92 |
|
|
2013
Q2 | $701K | Buy |
+6,267
| New | +$701K | 0.39% | 86 |
|