Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-258
| Closed | -$79.7K | – | 55 |
|
|
2022
Q4 | $79.7K | Buy |
+258
| New | +$79.7K | 0.03% | 58 |
|
|
2021
Q4 | – | Sell |
-915
| Closed | -$250K | – | 47 |
|
|
2021
Q3 | $250K | Sell |
915
-1,348
| -60% | -$368K | 0.09% | 55 |
|
|
2021
Q2 | $629K | Buy |
2,263
+381
| +20% | +$106K | 0.17% | 50 |
|
|
2021
Q1 | $481K | Sell |
1,882
-322
| -15% | -$82.3K | 0.15% | 54 |
|
|
2020
Q4 | $511K | Sell |
2,204
-25
| -1% | -$5.8K | 0.16% | 53 |
|
|
2020
Q3 | $475K | Hold |
2,229
| – | – | 0.17% | 52 |
|
|
2020
Q2 | $398K | Sell |
2,229
-928
| -29% | -$166K | 0.16% | 52 |
|
|
2020
Q1 | $577K | Sell |
3,157
-158
| -5% | -$28.9K | 0.28% | 38 |
|
|
2019
Q4 | $751K | Buy |
3,315
+1,500
| +83% | +$340K | 0.3% | 37 |
|
|
2019
Q3 | $378K | Hold |
1,815
| – | – | 0.17% | 46 |
|
|
2019
Q2 | $387K | Hold |
1,815
| – | – | 0.18% | 45 |
|
|
2019
Q1 | $365K | Sell |
1,815
-458
| -20% | -$92.1K | 0.18% | 42 |
|
|
2018
Q4 | $462K | Sell |
2,273
-152
| -6% | -$30.9K | 0.26% | 35 |
|
|
2018
Q3 | $517K | Buy |
2,425
+24
| +1% | +$5.12K | 0.26% | 31 |
|
|
2018
Q2 | $448K | Buy |
2,401
+128
| +6% | +$23.9K | 0.25% | 31 |
|
|
2018
Q1 | $454K | Buy |
2,273
+344
| +18% | +$68.7K | 0.27% | 26 |
|
|
2017
Q4 | $382K | Sell |
1,929
-121
| -6% | -$24K | 0.24% | 28 |
|
|
2017
Q3 | $384K | Buy |
2,050
+55
| +3% | +$10.3K | 0.25% | 28 |
|
|
2017
Q2 | $340K | Buy |
1,995
+93
| +5% | +$15.9K | 0.24% | 29 |
|
|
2017
Q1 | $317K | Sell |
1,902
-52
| -3% | -$8.67K | 0.24% | 26 |
|
|
2016
Q4 | $314K | Buy |
+1,954
| New | +$314K | 0.25% | 27 |
|