RG
Retirement Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $54.1M | Buy |
128,646
+228
| +0.2% | +$95.9K | 19.37% | 1 |
|
|
2023
Q4 | $45.8M | Buy |
128,418
+523
| +0.4% | +$187K | 18.48% | 1 |
|
|
2023
Q3 | $44.8M | Buy |
127,895
+2,414
| +2% | +$846K | 18.66% | 1 |
|
|
2023
Q2 | $42.8M | Buy |
125,481
+394
| +0.3% | +$134K | 17.8% | 1 |
|
|
2023
Q1 | $38.6M | Buy |
125,087
+9,406
| +8% | +$2.9M | 17.62% | 1 |
|
|
2022
Q4 | $35.7M | Buy |
115,681
+28,131
| +32% | +$8.69M | 17.32% | 1 |
|
|
2022
Q3 | $23.4M | Sell |
87,550
-49,031
| -36% | -$13.1M | 18.72% | 1 |
|
|
2022
Q2 | $37.3M | Buy |
136,581
+9,662
| +8% | +$2.64M | 15.45% | 1 |
|
|
2022
Q1 | $44.8M | Buy |
126,919
+17,603
| +16% | +$6.21M | 17.29% | 1 |
|
|
2021
Q4 | $32.7M | Buy |
109,316
+10,481
| +11% | +$3.13M | 14.27% | 1 |
|
|
2021
Q3 | $27M | Buy |
98,835
+2,439
| +3% | +$666K | 12.4% | 1 |
|
|
2021
Q2 | $26.8M | Buy |
96,396
+1,681
| +2% | +$467K | 12.89% | 1 |
|
|
2021
Q1 | $24.2M | Buy |
94,715
+2,746
| +3% | +$702K | 10.98% | 1 |
|
|
2020
Q4 | $21.3M | Buy |
91,969
+7,323
| +9% | +$1.7M | 9.79% | 1 |
|
|
2020
Q3 | $18M | Sell |
84,646
-3,462
| -4% | -$737K | 10.11% | 1 |
|
|
2020
Q2 | $15.7M | Buy |
+88,108
| New | +$15.7M | 9.76% | 1 |
|
|
2019
Q4 | $13.2M | Buy |
+58,300
| New | +$13.2M | 8.59% | 1 |
|