RFA
Resurgent 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.74M | Buy |
11,824
+240
| +2% | +$117K | 3.15% | 4 |
|
2025
Q1 | $6.17M | Buy |
11,584
+63
| +0.5% | +$33.6K | 3.7% | 3 |
|
2024
Q4 | $5.22M | Buy |
11,521
+1,910
| +20% | +$866K | 3.07% | 3 |
|
2024
Q3 | $4.42M | Buy |
9,611
+202
| +2% | +$93K | 2.59% | 3 |
|
2024
Q2 | $3.83M | Sell |
9,409
-1,000
| -10% | -$407K | 2.38% | 5 |
|
2024
Q1 | $4.38M | Buy |
10,409
+1,460
| +16% | +$614K | 2.33% | 6 |
|
2023
Q4 | $3.19M | Buy |
8,949
+231
| +3% | +$82.4K | 1.96% | 5 |
|
2023
Q3 | $3.05M | Sell |
8,718
-1
| -0% | -$350 | 2.08% | 5 |
|
2023
Q2 | $2.97M | Sell |
8,719
-16
| -0.2% | -$5.46K | 1.96% | 6 |
|
2023
Q1 | $2.7M | Sell |
8,735
-298
| -3% | -$92K | 1.8% | 8 |
|
2022
Q4 | $2.79M | Buy |
9,033
+904
| +11% | +$279K | 1.47% | 10 |
|
2022
Q3 | $2.17M | Buy |
8,129
+1,010
| +14% | +$270K | 1.45% | 12 |
|
2022
Q2 | $1.94M | Buy |
7,119
+905
| +15% | +$247K | 1.25% | 14 |
|
2022
Q1 | $2.19M | Buy |
6,214
+658
| +12% | +$232K | 1.36% | 14 |
|
2021
Q4 | $1.66M | Buy |
+5,556
| New | +$1.66M | 1.33% | 12 |
|