RLWM
RF&L Wealth Management’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 | $599K | Hold |
1,233
| – | – | 0.39% | 42 |
|
|
2025
Q1 | $657K | Hold |
1,233
| – | – | 0.47% | 38 |
|
|
2024
Q4 | $559K | Hold |
1,233
| – | – | 0.4% | 39 |
|
|
2024
Q3 | $568K | Buy |
1,233
+220
| +22% | +$101K | 0.4% | 39 |
|
|
2024
Q2 | $412K | Hold |
1,013
| – | – | 0.31% | 43 |
|
|
2024
Q1 | $426K | Hold |
1,013
| – | – | 0.33% | 43 |
|
|
2023
Q4 | $361K | Hold |
1,013
| – | – | 0.3% | 43 |
|
|
2023
Q3 | $355K | Hold |
1,013
| – | – | 0.33% | 40 |
|
|
2023
Q2 | $345K | Hold |
1,013
| – | – | 0.32% | 43 |
|
|
2023
Q1 | $313K | Buy |
1,013
+200
| +25% | +$61.8K | 0.3% | 44 |
|
|
2022
Q4 | $251K | Buy |
+813
| New | +$251K | 0.26% | 46 |
|