RFA
Reilly Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.26M | Sell |
10,905
-314
| -3% | -$93.9K | 0.24% | 73 |
|
|
2021
Q3 | $3.06M | Sell |
11,219
-93
| -0.8% | -$25.4K | 0.26% | 67 |
|
|
2021
Q2 | $3.14M | Buy |
11,312
+1,945
| +21% | +$541K | 0.25% | 70 |
|
|
2021
Q1 | $2.39M | Buy |
9,367
+689
| +8% | +$176K | 0.21% | 73 |
|
|
2020
Q4 | $2.01M | Sell |
8,678
-72
| -0.8% | -$16.7K | 0.19% | 84 |
|
|
2020
Q3 | $1.86M | Sell |
8,750
-1,637
| -16% | -$349K | 0.2% | 79 |
|
|
2020
Q2 | $1.85M | Sell |
10,387
-46,306
| -82% | -$8.27M | 0.22% | 70 |
|
|
2020
Q1 | $10.4M | Sell |
56,693
-463
| -0.8% | -$84.6K | 1.5% | 27 |
|
|
2019
Q4 | $12.9M | Sell |
57,156
-5,604
| -9% | -$1.27M | 1.47% | 25 |
|
|
2019
Q3 | $13.1M | Sell |
62,760
-3,580
| -5% | -$745K | 1.6% | 16 |
|
|
2019
Q2 | $14.1M | Sell |
66,340
-726
| -1% | -$155K | 1.77% | 9 |
|
|
2019
Q1 | $13.5M | Buy |
67,066
+430
| +0.6% | +$86.4K | 1.75% | 12 |
|
|
2018
Q4 | $13.6M | Sell |
66,636
-3,217
| -5% | -$657K | 1.98% | 6 |
|
|
2018
Q3 | $15M | Sell |
69,853
-2,531
| -3% | -$542K | 1.98% | 7 |
|
|
2018
Q2 | $13.5M | Sell |
72,384
-1,671
| -2% | -$312K | 1.92% | 8 |
|
|
2018
Q1 | $14.8M | Buy |
74,055
+697
| +1% | +$139K | 2.06% | 6 |
|
|
2017
Q4 | $14.5M | Sell |
73,358
-5,287
| -7% | -$1.05M | 2.06% | 6 |
|
|
2017
Q3 | $14.4M | Sell |
78,645
-679
| -0.9% | -$124K | 2.16% | 6 |
|
|
2017
Q2 | $13.4M | Buy |
79,324
+159
| +0.2% | +$26.9K | 2.06% | 6 |
|
|
2017
Q1 | $13.2M | Buy |
79,165
+164
| +0.2% | +$27.3K | 2.12% | 5 |
|
|
2016
Q4 | $12.9M | Sell |
79,001
-12,575
| -14% | -$2.05M | 2.23% | 4 |
|
|
2016
Q3 | $13.2M | Buy |
91,576
+1,574
| +2% | +$227K | 2.35% | 3 |
|
|
2016
Q2 | $13M | Buy |
90,002
+907
| +1% | +$131K | 2.39% | 3 |
|
|
2016
Q1 | $12.6M | Buy |
89,095
+474
| +0.5% | +$67.3K | 2.16% | 3 |
|
|
2015
Q4 | $11.7M | Buy |
88,621
+3,134
| +4% | +$414K | 2.06% | 3 |
|
|
2015
Q3 | $11.1M | Buy |
85,487
+2,541
| +3% | +$331K | 2.03% | 5 |
|
|
2015
Q2 | $11.3M | Buy |
82,946
+1,843
| +2% | +$251K | 1.95% | 6 |
|
|
2015
Q1 | $11.7M | Buy |
81,103
+1,184
| +1% | +$171K | 2.07% | 5 |
|
|
2014
Q4 | $12M | Sell |
79,919
-4,302
| -5% | -$646K | 2.87% | 3 |
|
|
2014
Q3 | $11.6M | Buy |
84,221
+2,461
| +3% | +$340K | 2.81% | 3 |
|
|
2014
Q2 | $10.4M | Buy |
81,760
+1,065
| +1% | +$136K | 2.47% | 4 |
|
|
2014
Q1 | $10.1M | Buy |
80,695
+2,404
| +3% | +$300K | 2.4% | 4 |
|
|
2013
Q4 | $9.28M | Buy |
78,291
+2,684
| +4% | +$318K | 2.27% | 7 |
|
|
2013
Q3 | $8.65M | Buy |
75,607
+1,177
| +2% | +$135K | 2.4% | 5 |
|
|
2013
Q2 | $8.38M | Buy |
+74,430
| New | +$8.38M | 2.48% | 4 |
|