River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
3,911
+522
| +15% | +$254K | 0.24% | 82 |
|
|
2025
Q1 | $1.8M | Sell |
3,389
-482
| -12% | -$257K | 0.25% | 81 |
|
|
2024
Q4 | $1.75M | Sell |
3,871
-187
| -5% | -$84.8K | 0.23% | 87 |
|
|
2024
Q3 | $1.87M | Buy |
4,058
+542
| +15% | +$249K | 0.25% | 90 |
|
|
2024
Q2 | $1.43M | Sell |
3,516
-392
| -10% | -$159K | 0.21% | 93 |
|
|
2024
Q1 | $1.64M | Sell |
3,908
-324
| -8% | -$136K | 0.24% | 92 |
|
|
2023
Q4 | $1.51M | Sell |
4,232
-1,738
| -29% | -$620K | 0.24% | 90 |
|
|
2023
Q3 | $2.09M | Sell |
5,970
-825
| -12% | -$289K | 0.37% | 72 |
|
|
2023
Q2 | $2.32M | Buy |
6,795
+116
| +2% | +$39.6K | 0.39% | 71 |
|
|
2023
Q1 | $2.06M | Buy |
6,679
+90
| +1% | +$27.8K | 0.38% | 77 |
|
|
2022
Q4 | $2.04M | Buy |
6,589
+342
| +5% | +$106K | 0.39% | 72 |
|
|
2022
Q3 | $1.67M | Sell |
6,247
-135
| -2% | -$36K | 0.36% | 75 |
|
|
2022
Q2 | $1.74M | Buy |
6,382
+1,605
| +34% | +$438K | 0.32% | 81 |
|
|
2022
Q1 | $1.69M | Buy |
4,777
+76
| +2% | +$26.8K | 0.27% | 87 |
|
|
2021
Q4 | $1.41M | Buy |
4,701
+230
| +5% | +$68.8K | 0.22% | 99 |
|
|
2021
Q3 | $1.22M | Buy |
4,471
+852
| +24% | +$232K | 0.21% | 99 |
|
|
2021
Q2 | $1.01M | Buy |
3,619
+107
| +3% | +$29.7K | 0.18% | 110 |
|
|
2021
Q1 | $897K | Sell |
3,512
-94
| -3% | -$24K | 0.17% | 113 |
|
|
2020
Q4 | $836K | Sell |
3,606
-151
| -4% | -$35K | 0.18% | 110 |
|
|
2020
Q3 | $800K | Sell |
3,757
-90
| -2% | -$19.2K | 0.21% | 104 |
|
|
2020
Q2 | $687K | Sell |
3,847
-125
| -3% | -$22.3K | 0.21% | 104 |
|
|
2020
Q1 | $726K | Sell |
3,972
-101
| -2% | -$18.5K | 0.29% | 90 |
|
|
2019
Q4 | $923K | Sell |
4,073
-121
| -3% | -$27.4K | 0.31% | 85 |
|
|
2019
Q3 | $872K | Buy |
4,194
+500
| +14% | +$104K | 0.33% | 81 |
|
|
2019
Q2 | $787K | Hold |
3,694
| – | – | 0.31% | 84 |
|
|
2019
Q1 | $742K | Sell |
3,694
-100
| -3% | -$20.1K | 0.31% | 88 |
|
|
2018
Q4 | $775K | Sell |
3,794
-1,040
| -22% | -$212K | 0.34% | 80 |
|
|
2018
Q3 | $1.04M | Buy |
4,834
+160
| +3% | +$34.3K | 0.38% | 84 |
|
|
2018
Q2 | $872K | Buy |
4,674
+405
| +9% | +$75.6K | 0.34% | 90 |
|
|
2018
Q1 | $852K | Buy |
4,269
+212
| +5% | +$42.3K | 0.36% | 92 |
|
|
2017
Q4 | $804K | Buy |
4,057
+600
| +17% | +$119K | 0.33% | 96 |
|
|
2017
Q3 | $634K | Buy |
3,457
+41
| +1% | +$7.52K | 0.29% | 100 |
|
|
2017
Q2 | $579K | Buy |
3,416
+1,029
| +43% | +$174K | 0.27% | 104 |
|
|
2017
Q1 | $398K | Sell |
2,387
-291
| -11% | -$48.5K | 0.19% | 123 |
|
|
2016
Q4 | $436K | Buy |
2,678
+125
| +5% | +$20.4K | 0.22% | 119 |
|
|
2016
Q3 | $369K | Hold |
2,553
| – | – | 0.2% | 120 |
|
|
2016
Q2 | $370K | Sell |
2,553
-30
| -1% | -$4.35K | 0.21% | 118 |
|
|
2016
Q1 | $366K | Buy |
2,583
+394
| +18% | +$55.8K | 0.22% | 119 |
|
|
2015
Q4 | $289K | Sell |
2,189
-216
| -9% | -$28.5K | 0.18% | 130 |
|
|
2015
Q3 | $314K | Buy |
2,405
+375
| +18% | +$49K | 0.22% | 114 |
|
|
2015
Q2 | $276K | Sell |
2,030
-446
| -18% | -$60.6K | 0.18% | 122 |
|
|
2015
Q1 | $357K | Buy |
+2,476
| New | +$357K | 0.22% | 115 |
|