Regent Peak 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 | $5.45M | Buy |
10,225
+31
| +0.3% | +$16.5K | 1.29% | 19 |
|
|
2024
Q4 | $4.62M | Buy |
10,194
+138
| +1% | +$62.6K | 1.04% | 19 |
|
|
2024
Q3 | $4.63M | Buy |
10,056
+48
| +0.5% | +$22.1K | 1.06% | 20 |
|
|
2024
Q2 | $4.07M | Buy |
10,008
+104
| +1% | +$42.3K | 0.93% | 23 |
|
|
2024
Q1 | $4.16M | Sell |
9,904
-15
| -0.2% | -$6.31K | 1.06% | 20 |
|
|
2023
Q4 | $3.54M | Buy |
9,919
+123
| +1% | +$43.9K | 0.96% | 23 |
|
|
2023
Q3 | $3.43M | Buy |
9,796
+437
| +5% | +$153K | 1.05% | 20 |
|
|
2023
Q2 | $3.19M | Sell |
9,359
-60
| -0.6% | -$20.5K | 0.93% | 23 |
|
|
2023
Q1 | $2.91M | Sell |
9,419
-320
| -3% | -$98.8K | 0.9% | 23 |
|
|
2022
Q4 | $3.01M | Buy |
9,739
+20
| +0.2% | +$6.18K | 0.99% | 20 |
|
|
2022
Q3 | $2.6M | Buy |
9,719
+36
| +0.4% | +$9.61K | 0.91% | 23 |
|
|
2022
Q2 | $2.64M | Buy |
9,683
+77
| +0.8% | +$21K | 0.86% | 26 |
|
|
2022
Q1 | $3.39M | Buy |
9,606
+53
| +0.6% | +$18.7K | 0.97% | 18 |
|
|
2021
Q4 | $2.86M | Buy |
9,553
+151
| +2% | +$45.1K | 0.78% | 23 |
|
|
2021
Q3 | $2.57M | Buy |
9,402
+44
| +0.5% | +$12K | 0.74% | 25 |
|
|
2021
Q2 | $2.6M | Buy |
9,358
+62
| +0.7% | +$17.3K | 0.73% | 26 |
|
|
2021
Q1 | $2.37M | Buy |
9,296
+544
| +6% | +$139K | 0.78% | 25 |
|
|
2020
Q4 | $2.03M | Sell |
8,752
-299
| -3% | -$69.3K | 0.68% | 27 |
|
|
2020
Q3 | $1.93M | Buy |
9,051
+811
| +10% | +$173K | 0.82% | 25 |
|
|
2020
Q2 | $1.47M | Buy |
8,240
+4,026
| +96% | +$719K | 0.67% | 31 |
|
|
2020
Q1 | $770K | Buy |
4,214
+872
| +26% | +$159K | 0.43% | 49 |
|
|
2019
Q4 | $756K | Buy |
+3,342
| New | +$756K | 0.34% | 56 |
|