RSWM
Robertson Stephens Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Hold |
7
| – | – | 0.16% | 100 |
|
|
2025
Q1 | $5.59M | Sell |
7
-2
| -22% | -$1.6M | 0.19% | 96 |
|
|
2024
Q4 | $6.13M | Buy |
9
+2
| +29% | +$1.36M | 0.22% | 92 |
|
|
2024
Q3 | $4.84M | Hold |
7
| – | – | 0.18% | 115 |
|
|
2024
Q2 | $4.29M | Sell |
7
-198
| -97% | -$121M | 0.22% | 88 |
|
|
2024
Q1 | $4.44M | Buy |
205
+202
| +6,733% | +$4.38M | 0.24% | 73 |
|
|
2023
Q4 | $1.63M | Sell |
3
-2
| -40% | -$1.09M | 0.1% | 162 |
|
|
2023
Q3 | $2.66M | Buy |
5
+2
| +67% | +$1.06M | 0.18% | 116 |
|
|
2023
Q2 | $1.55M | Hold |
3
| – | – | 0.11% | 156 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 0.11% | 162 |
|
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 0.14% | 140 |
|
|
2022
Q3 | $1.22M | Hold |
3
| – | – | 0.13% | 130 |
|
|
2022
Q2 | $1.23M | Hold |
3
| – | – | 0.12% | 140 |
|
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 0.13% | 138 |
|
|
2021
Q4 | $1.35M | Sell |
3
-1
| -25% | -$450K | 0.11% | 148 |
|
|
2021
Q3 | $1.65M | Hold |
4
| – | – | 0.19% | 80 |
|
|
2021
Q2 | $1.67M | Hold |
4
| – | – | 0.2% | 83 |
|
|
2021
Q1 | $1.54M | Buy |
4
+3
| +300% | +$1.16M | 0.25% | 73 |
|
|
2020
Q4 | $347K | Hold |
1
| – | – | 0.07% | 172 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.08% | 170 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.08% | 154 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.09% | 147 |
|
|
2019
Q4 | $339K | Hold |
1
| – | – | 0.17% | 82 |
|
|
2019
Q3 | $312K | Buy |
+1
| New | +$312K | 0.16% | 92 |
|