Resonant Capital 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
Q2 | $11.1M | Buy |
22,926
+685
| +3% | +$333K | 0.71% | 33 |
|
|
2025
Q1 | $11.8M | Buy |
22,241
+696
| +3% | +$371K | 0.83% | 30 |
|
|
2024
Q4 | $9.77M | Buy |
21,545
+35
| +0.2% | +$15.9K | 0.71% | 35 |
|
|
2024
Q3 | $9.9M | Buy |
21,510
+193
| +0.9% | +$88.8K | 0.73% | 33 |
|
|
2024
Q2 | $8.67M | Buy |
21,317
+455
| +2% | +$185K | 0.7% | 34 |
|
|
2024
Q1 | $8.77M | Buy |
20,862
+633
| +3% | +$266K | 0.75% | 33 |
|
|
2023
Q4 | $7.21M | Sell |
20,229
-1,222
| -6% | -$436K | 0.7% | 35 |
|
|
2023
Q3 | $7.51M | Buy |
21,451
+964
| +5% | +$338K | 0.8% | 31 |
|
|
2023
Q2 | $6.99M | Sell |
20,487
-253
| -1% | -$86.3K | 0.76% | 33 |
|
|
2023
Q1 | $6.4M | Sell |
20,740
-1,649
| -7% | -$509K | 0.73% | 35 |
|
|
2022
Q4 | $6.92M | Buy |
22,389
+5,453
| +32% | +$1.68M | 0.86% | 31 |
|
|
2022
Q3 | $4.52M | Buy |
16,936
+147
| +0.9% | +$39.3K | 0.69% | 38 |
|
|
2022
Q2 | $4.58M | Sell |
16,789
-319
| -2% | -$87.1K | 0.72% | 37 |
|
|
2022
Q1 | $6.02M | Buy |
17,108
+1,029
| +6% | +$362K | 0.89% | 24 |
|
|
2021
Q4 | $4.81M | Buy |
16,079
+1,413
| +10% | +$422K | 0.72% | 30 |
|
|
2021
Q3 | $4M | Buy |
14,666
+1,531
| +12% | +$418K | 0.7% | 29 |
|
|
2021
Q2 | $3.65M | Buy |
13,135
+203
| +2% | +$56.4K | 0.71% | 24 |
|
|
2021
Q1 | $3.3M | Buy |
12,932
+835
| +7% | +$213K | 0.68% | 26 |
|
|
2020
Q4 | $2.81M | Buy |
12,097
+815
| +7% | +$189K | 0.66% | 25 |
|
|
2020
Q3 | $2.4M | Buy |
11,282
+189
| +2% | +$40.2K | 0.68% | 27 |
|
|
2020
Q2 | $1.98M | Sell |
11,093
-2,726
| -20% | -$487K | 0.57% | 32 |
|
|
2020
Q1 | $2.53M | Buy |
13,819
+904
| +7% | +$165K | 0.92% | 23 |
|
|
2019
Q4 | $2.93M | Buy |
+12,915
| New | +$2.93M | 0.92% | 22 |
|