RWB
RMR Wealth Builders’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 | $5.6M | Buy |
11,526
+3,699
| +47% | +$1.8M | 0.51% | 29 |
|
2025
Q1 | $4.17M | Buy |
7,827
+60
| +0.8% | +$32K | 0.44% | 34 |
|
2024
Q4 | $3.52M | Sell |
7,767
-359
| -4% | -$163K | 0.36% | 36 |
|
2024
Q3 | $3.74M | Sell |
8,126
-141
| -2% | -$64.9K | 0.4% | 34 |
|
2024
Q2 | $3.36M | Sell |
8,267
-67
| -0.8% | -$27.3K | 0.39% | 37 |
|
2024
Q1 | $3.5M | Buy |
8,334
+2,511
| +43% | +$1.06M | 0.42% | 32 |
|
2023
Q4 | $2.08M | Sell |
5,823
-346
| -6% | -$123K | 0.29% | 42 |
|
2023
Q3 | $2.16M | Buy |
6,169
+1,751
| +40% | +$613K | 0.35% | 40 |
|
2023
Q2 | $1.51M | Hold |
4,418
| – | – | 0.26% | 45 |
|
2023
Q1 | $1.36M | Buy |
4,418
+1,518
| +52% | +$469K | 0.26% | 48 |
|
2022
Q4 | $896K | Buy |
2,900
+7
| +0.2% | +$2.16K | 0.2% | 60 |
|
2022
Q3 | $772K | Sell |
2,893
-42
| -1% | -$11.2K | 0.19% | 62 |
|
2022
Q2 | $801K | Buy |
2,935
+18
| +0.6% | +$4.91K | 0.2% | 73 |
|
2022
Q1 | $1.03M | Buy |
2,917
+45
| +2% | +$15.9K | 0.22% | 66 |
|
2021
Q4 | $859K | Hold |
2,872
| – | – | 0.25% | 41 |
|
2021
Q3 | $784K | Sell |
2,872
-800
| -22% | -$218K | 0.23% | 69 |
|
2021
Q2 | $1.02M | Buy |
3,672
+335
| +10% | +$93.1K | 0.33% | 49 |
|
2021
Q1 | $853K | Buy |
3,337
+380
| +13% | +$97.1K | 0.22% | 63 |
|
2020
Q4 | $686K | Sell |
2,957
-605
| -17% | -$140K | 0.34% | 60 |
|
2020
Q3 | $758K | Buy |
3,562
+3,177
| +825% | +$676K | 0.2% | 82 |
|
2020
Q2 | $69K | Buy |
+385
| New | +$69K | 0.06% | 199 |
|
2019
Q4 | $23K | Buy |
+100
| New | +$23K | 0.02% | 303 |
|