RFS
Retirement Financial Solutions’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 | $543K | Sell |
1,118
-262
| -19% | -$127K | 0.34% | 27 |
|
|
2025
Q1 | $735K | Sell |
1,380
-158
| -10% | -$84.1K | 0.44% | 23 |
|
|
2024
Q4 | $697K | Hold |
1,538
| – | – | 0.38% | 23 |
|
|
2024
Q3 | $708K | Buy |
1,538
+16
| +1% | +$7.36K | 0.31% | 27 |
|
|
2024
Q2 | $619K | Hold |
1,522
| – | – | 0.29% | 29 |
|
|
2024
Q1 | $640K | Sell |
1,522
-146
| -9% | -$61.4K | 0.33% | 25 |
|
|
2023
Q4 | $595K | Buy |
1,668
+46
| +3% | +$16.4K | 0.34% | 29 |
|
|
2023
Q3 | $568K | Hold |
1,622
| – | – | 0.38% | 24 |
|
|
2023
Q2 | $553K | Buy |
+1,622
| New | +$553K | 0.38% | 22 |
|