RWM
RKL Wealth Management’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 | $4.11M | Sell |
8,463
-126
| -1% | -$61.2K | 0.36% | 41 |
|
|
2025
Q1 | $4.57M | Buy |
8,589
+48
| +0.6% | +$25.6K | 0.43% | 37 |
|
|
2024
Q4 | $3.87M | Sell |
8,541
-413
| -5% | -$187K | 0.34% | 44 |
|
|
2024
Q3 | $4.12M | Buy |
8,954
+242
| +3% | +$111K | 0.37% | 40 |
|
|
2024
Q2 | $3.54M | Buy |
8,712
+2
| +0% | +$814 | 0.34% | 41 |
|
|
2024
Q1 | $3.66M | Sell |
8,710
-1,419
| -14% | -$597K | 0.36% | 42 |
|
|
2023
Q4 | $3.61M | Buy |
10,129
+1,240
| +14% | +$442K | 0.39% | 39 |
|
|
2023
Q3 | $3.11M | Buy |
8,889
+262
| +3% | +$91.8K | 0.38% | 42 |
|
|
2023
Q2 | $2.94M | Buy |
8,627
+436
| +5% | +$149K | 0.35% | 44 |
|
|
2023
Q1 | $2.53M | Sell |
8,191
-428
| -5% | -$132K | 0.32% | 47 |
|
|
2022
Q4 | $2.66M | Sell |
8,619
-165
| -2% | -$51K | 0.36% | 42 |
|
|
2022
Q3 | $2.35M | Sell |
8,784
-117
| -1% | -$31.2K | 0.34% | 44 |
|
|
2022
Q2 | $2.43M | Sell |
8,901
-10
| -0.1% | -$2.73K | 0.33% | 46 |
|
|
2022
Q1 | $3.15M | Buy |
8,911
+46
| +0.5% | +$16.2K | 0.38% | 41 |
|
|
2021
Q4 | $2.65M | Buy |
8,865
+174
| +2% | +$52K | 0.31% | 45 |
|
|
2021
Q3 | $2.37M | Sell |
8,691
-254
| -3% | -$69.3K | 0.3% | 48 |
|
|
2021
Q2 | $2.49M | Sell |
8,945
-154
| -2% | -$42.8K | 0.31% | 45 |
|
|
2021
Q1 | $2.33M | Sell |
9,099
-344
| -4% | -$87.9K | 0.31% | 46 |
|
|
2020
Q4 | $2.19M | Sell |
9,443
-184
| -2% | -$42.7K | 0.31% | 47 |
|
|
2020
Q3 | $2.05M | Sell |
9,627
-1,091
| -10% | -$232K | 0.33% | 47 |
|
|
2020
Q2 | $1.91M | Sell |
10,718
-333
| -3% | -$59.4K | 0.33% | 47 |
|
|
2020
Q1 | $2.02M | Sell |
11,051
-2,594
| -19% | -$474K | 0.42% | 43 |
|
|
2019
Q4 | $3.09M | Sell |
13,645
-1,026
| -7% | -$232K | 0.55% | 36 |
|
|
2019
Q3 | $3.05M | Sell |
14,671
-1,396
| -9% | -$290K | 0.58% | 38 |
|
|
2019
Q2 | $3.43M | Sell |
16,067
-1,711
| -10% | -$365K | 0.63% | 37 |
|
|
2019
Q1 | $3.56M | Sell |
17,778
-894
| -5% | -$179K | 0.7% | 36 |
|
|
2018
Q4 | $3.8M | Sell |
18,672
-963
| -5% | -$196K | 0.88% | 32 |
|
|
2018
Q3 | $4.21M | Sell |
19,635
-622
| -3% | -$133K | 0.89% | 31 |
|
|
2018
Q2 | $3.78M | Sell |
20,257
-458
| -2% | -$85.5K | 0.85% | 31 |
|
|
2018
Q1 | $4.14M | Sell |
20,715
-2,755
| -12% | -$551K | 0.98% | 26 |
|
|
2017
Q4 | $4.68M | Sell |
23,470
-3,490
| -13% | -$695K | 1.16% | 24 |
|
|
2017
Q3 | $4.94M | Sell |
26,960
-4,073
| -13% | -$746K | 1.39% | 22 |
|
|
2017
Q2 | $5.25M | Sell |
31,033
-4,495
| -13% | -$761K | 1.67% | 18 |
|
|
2017
Q1 | $5.92M | Sell |
35,528
-3,748
| -10% | -$625K | 2.38% | 15 |
|
|
2016
Q4 | $6.4M | Sell |
39,276
-1,273
| -3% | -$207K | 3.09% | 11 |
|
|
2016
Q3 | $5.86M | Sell |
40,549
-955
| -2% | -$138K | 2.95% | 15 |
|
|
2016
Q2 | $6.06M | Buy |
41,504
+570
| +1% | +$83.2K | 3.15% | 13 |
|
|
2016
Q1 | $5.81M | Sell |
40,934
-1,943
| -5% | -$276K | 3.34% | 13 |
|
|
2015
Q4 | $5.66K | Buy |
42,877
+368
| +0.9% | +$49 | 2.63% | 14 |
|
|
2015
Q3 | $5.54M | Sell |
42,509
-817
| -2% | -$107K | 3.49% | 11 |
|
|
2015
Q2 | $5.9M | Sell |
43,326
-61
| -0.1% | -$8.3K | 3.54% | 9 |
|
|
2015
Q1 | $6.26M | Buy |
43,387
+3,347
| +8% | +$483K | 3.79% | 10 |
|
|
2014
Q4 | $6.01M | Buy |
40,040
+9,065
| +29% | +$1.36M | 3.92% | 7 |
|
|
2014
Q3 | $4.28M | Buy |
30,975
+26,365
| +572% | +$3.64M | 2.99% | 14 |
|
|
2014
Q2 | $583K | Hold |
4,610
| – | – | 0.43% | 35 |
|
|
2014
Q1 | $576K | Buy |
+4,610
| New | +$576K | 0.44% | 36 |
|