Rice Partnership’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19M | Buy |
+39,095
| New | +$19M | 3.3% | 8 |
|
2025
Q1 | – | Sell |
-35,599
| Closed | -$16.1M | – | 153 |
|
2024
Q4 | $16.1M | Buy |
+35,599
| New | +$16.1M | 3.07% | 9 |
|
2019
Q1 | – | Sell |
-22,909
| Closed | -$4.68M | – | 76 |
|
2018
Q4 | $4.68M | Buy |
+22,909
| New | +$4.68M | 4.21% | 4 |
|
2018
Q3 | – | Sell |
-22,168
| Closed | -$4.14M | – | 77 |
|
2018
Q2 | $4.14M | Buy |
22,168
+2,426
| +12% | +$453K | 2.73% | 12 |
|
2018
Q1 | $3.94M | Buy |
19,742
+277
| +1% | +$55.3K | 2.63% | 10 |
|
2017
Q4 | $3.86M | Buy |
+19,465
| New | +$3.86M | 2.71% | 9 |
|