RA
Rise Advisors’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 | $3.88M | Buy |
7,989
+1,271
| +19% | +$617K | 1.54% | 12 |
|
|
2025
Q1 | $3.58M | Buy |
6,718
+2,840
| +73% | +$1.51M | 1.58% | 11 |
|
|
2024
Q4 | $1.76M | Buy |
3,878
+9
| +0.2% | +$4.08K | 0.85% | 14 |
|
|
2024
Q3 | $1.78M | Sell |
3,869
-37
| -0.9% | -$17K | 0.85% | 13 |
|
|
2024
Q2 | $1.59M | Sell |
3,906
-94
| -2% | -$38.2K | 0.84% | 14 |
|
|
2024
Q1 | $1.68M | Buy |
4,000
+908
| +29% | +$382K | 0.9% | 14 |
|
|
2023
Q4 | $1.1M | Buy |
3,092
+124
| +4% | +$44.2K | 0.77% | 12 |
|
|
2023
Q3 | $1.04M | Sell |
2,968
-13
| -0.4% | -$4.55K | 0.82% | 12 |
|
|
2023
Q2 | $1.02M | Sell |
2,981
-416
| -12% | -$142K | 0.79% | 13 |
|
|
2023
Q1 | $1.05M | Sell |
3,397
-93
| -3% | -$28.7K | 0.79% | 15 |
|
|
2022
Q4 | $1.08M | Buy |
3,490
+146
| +4% | +$45.1K | 0.87% | 17 |
|
|
2022
Q3 | $893K | Buy |
3,344
+307
| +10% | +$82K | 0.74% | 21 |
|
|
2022
Q2 | $829K | Buy |
3,037
+185
| +6% | +$50.5K | 0.84% | 22 |
|
|
2022
Q1 | $1.01M | Buy |
2,852
+160
| +6% | +$56.4K | 0.91% | 22 |
|
|
2021
Q4 | $805K | Buy |
+2,692
| New | +$805K | 0.77% | 24 |
|