RGT Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $628K | Sell |
2,350
-25
| -1% | -$6.68K | 0.1% | 34 |
|
|
2022
Q2 | $648K | Sell |
2,375
-1,677
| -41% | -$458K | 0.11% | 41 |
|
|
2022
Q1 | $1.43M | Hold |
4,052
| – | – | 0.23% | 28 |
|
|
2021
Q4 | $1.21M | Buy |
4,052
+1,497
| +59% | +$448K | 0.18% | 29 |
|
|
2021
Q3 | $697K | Sell |
2,555
-200
| -7% | -$54.6K | 0.14% | 21 |
|
|
2021
Q2 | $766K | Sell |
2,755
-95
| -3% | -$26.4K | 0.14% | 19 |
|
|
2021
Q1 | $728K | Sell |
2,850
-27
| -0.9% | -$6.9K | 0.14% | 17 |
|
|
2020
Q4 | $667K | Sell |
2,877
-1,168
| -29% | -$271K | 0.14% | 19 |
|
|
2020
Q3 | $861K | Buy |
4,045
+101
| +3% | +$21.5K | 0.22% | 13 |
|
|
2020
Q2 | $704K | Sell |
3,944
-951
| -19% | -$170K | 0.2% | 14 |
|
|
2020
Q1 | $895K | Sell |
4,895
-2,069
| -30% | -$378K | 0.57% | 9 |
|
|
2019
Q4 | $1.58M | Sell |
6,964
-2,690
| -28% | -$609K | 4.75% | 7 |
|
|
2019
Q3 | $2.01M | Buy |
9,654
+1,130
| +13% | +$235K | 5.83% | 6 |
|
|
2019
Q2 | $1.82M | Buy |
8,524
+1,781
| +26% | +$380K | 5.73% | 6 |
|
|
2019
Q1 | $1.36M | Sell |
6,743
-1,974
| -23% | -$397K | 7.8% | 5 |
|
|
2018
Q4 | $1.78M | Sell |
8,717
-277
| -3% | -$56.6K | 10.58% | 3 |
|
|
2018
Q3 | $1.93M | Buy |
8,994
+3,078
| +52% | +$659K | 6.51% | 4 |
|
|
2018
Q2 | $1.1M | Sell |
5,916
-4,395
| -43% | -$820K | 3.54% | 6 |
|
|
2018
Q1 | $2.06M | Sell |
10,311
-1,660
| -14% | -$331K | 0.99% | 17 |
|
|
2017
Q4 | $2.37M | Buy |
11,971
+881
| +8% | +$175K | 1.27% | 15 |
|
|
2017
Q3 | $2.03M | Buy |
11,090
+316
| +3% | +$57.9K | 1.35% | 16 |
|
|
2017
Q2 | $1.83M | Sell |
10,774
-3,735
| -26% | -$633K | 1.25% | 14 |
|
|
2017
Q1 | $2.42M | Buy |
14,509
+3,673
| +34% | +$612K | 1.64% | 13 |
|
|
2016
Q4 | $1.77M | Buy |
+10,836
| New | +$1.77M | 0.99% | 16 |
|