Ridgecrest Wealth Partners’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 | $1.02M | Sell |
2,110
-91
| -4% | -$44.2K | 0.54% | 41 |
|
|
2025
Q1 | $1.17M | Buy |
2,201
+300
| +16% | +$160K | 0.61% | 36 |
|
|
2024
Q4 | $862K | Buy |
1,901
+357
| +23% | +$162K | 0.47% | 40 |
|
|
2024
Q3 | $711K | Buy |
1,544
+500
| +48% | +$230K | 0.37% | 51 |
|
|
2024
Q2 | $425K | Hold |
1,044
| – | – | 0.26% | 66 |
|
|
2024
Q1 | $439K | Buy |
+1,044
| New | +$439K | 0.26% | 64 |
|