RIS
Retirement Income 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 | $3.18M | Buy |
6,543
+583
| +10% | +$283K | 0.58% | 24 |
|
|
2025
Q1 | $3.17M | Buy |
5,960
+57
| +1% | +$30.4K | 0.66% | 21 |
|
|
2024
Q4 | $2.68M | Sell |
5,903
-110
| -2% | -$49.9K | 0.54% | 23 |
|
|
2024
Q3 | $2.77M | Sell |
6,013
-255
| -4% | -$117K | 0.63% | 24 |
|
|
2024
Q2 | $2.55M | Buy |
6,268
+612
| +11% | +$249K | 0.62% | 24 |
|
|
2024
Q1 | $2.38M | Hold |
5,656
| – | – | 0.54% | 27 |
|
|
2023
Q4 | $2.02M | Buy |
5,656
+251
| +5% | +$89.5K | 0.5% | 28 |
|
|
2023
Q3 | $1.89M | Sell |
5,405
-139
| -3% | -$48.7K | 0.53% | 28 |
|
|
2023
Q2 | $1.89M | Buy |
5,544
+38
| +0.7% | +$13K | 0.51% | 28 |
|
|
2023
Q1 | $1.7M | Buy |
5,506
+520
| +10% | +$161K | 0.5% | 28 |
|
|
2022
Q4 | $1.54M | Buy |
4,986
+497
| +11% | +$154K | 0.49% | 28 |
|
|
2022
Q3 | $1.21M | Sell |
4,489
-200
| -4% | -$53.9K | 0.43% | 30 |
|
|
2022
Q2 | $1.28M | Buy |
4,689
+29
| +0.6% | +$7.92K | 0.46% | 30 |
|
|
2022
Q1 | $1.65M | Hold |
4,660
| – | – | 0.45% | 26 |
|
|
2021
Q4 | $1.39M | Buy |
4,660
+20
| +0.4% | +$5.98K | 0.37% | 28 |
|
|
2021
Q3 | $1.27M | Buy |
4,640
+50
| +1% | +$13.6K | 0.42% | 32 |
|
|
2021
Q2 | $1.28M | Hold |
4,590
| – | – | 0.44% | 33 |
|
|
2021
Q1 | $1.17M | Sell |
4,590
-508
| -10% | -$130K | 0.4% | 33 |
|
|
2020
Q4 | $1.18M | Hold |
5,098
| – | – | 0.43% | 30 |
|
|
2020
Q3 | $1.09M | Buy |
5,098
+130
| +3% | +$27.7K | 0.48% | 31 |
|
|
2020
Q2 | $887K | Hold |
4,968
| – | – | 0.37% | 35 |
|
|
2020
Q1 | $908K | Buy |
4,968
+157
| +3% | +$28.7K | 0.51% | 26 |
|
|
2019
Q4 | $1.09M | Hold |
4,811
| – | – | 0.45% | 24 |
|
|
2019
Q3 | $1M | Buy |
4,811
+641
| +15% | +$133K | 0.53% | 21 |
|
|
2019
Q2 | $889K | Buy |
4,170
+154
| +4% | +$32.8K | 0.47% | 24 |
|
|
2019
Q1 | $807K | Sell |
4,016
-104
| -3% | -$20.9K | 0.46% | 22 |
|
|
2018
Q4 | $841K | Sell |
4,120
-80
| -2% | -$16.3K | 0.54% | 19 |
|
|
2018
Q3 | $899K | Buy |
4,200
+14
| +0.3% | +$3K | 0.5% | 18 |
|
|
2018
Q2 | $781K | Sell |
4,186
-32
| -0.8% | -$5.97K | 0.48% | 18 |
|
|
2018
Q1 | $841K | Buy |
+4,218
| New | +$841K | 0.51% | 17 |
|