RSWM
Robertson Stephens 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 | $28.2M | Buy |
58,110
+557
| +1% | +$271K | 0.9% | 18 |
|
|
2025
Q1 | $30.7M | Buy |
57,553
+2,089
| +4% | +$1.11M | 1.05% | 14 |
|
|
2024
Q4 | $25.1M | Buy |
55,464
+5,887
| +12% | +$2.67M | 0.89% | 22 |
|
|
2024
Q3 | $22.8M | Buy |
49,577
+4,924
| +11% | +$2.27M | 0.83% | 25 |
|
|
2024
Q2 | $18.2M | Sell |
44,653
-151
| -0.3% | -$61.4K | 0.91% | 22 |
|
|
2024
Q1 | $18.8M | Buy |
44,804
+11,825
| +36% | +$4.97M | 1% | 18 |
|
|
2023
Q4 | $11.8M | Buy |
32,979
+17,638
| +115% | +$6.29M | 0.71% | 23 |
|
|
2023
Q3 | $5.37M | Buy |
15,341
+3,905
| +34% | +$1.37M | 0.36% | 60 |
|
|
2023
Q2 | $3.9M | Sell |
11,436
-3,527
| -24% | -$1.2M | 0.28% | 79 |
|
|
2023
Q1 | $4.62M | Buy |
14,963
+2,834
| +23% | +$875K | 0.36% | 62 |
|
|
2022
Q4 | $3.75M | Buy |
12,129
+53
| +0.4% | +$16.4K | 0.36% | 63 |
|
|
2022
Q3 | $3.22M | Buy |
12,076
+112
| +0.9% | +$29.9K | 0.34% | 59 |
|
|
2022
Q2 | $3.27M | Sell |
11,964
-919
| -7% | -$251K | 0.31% | 69 |
|
|
2022
Q1 | $4.55M | Sell |
12,883
-207
| -2% | -$73K | 0.38% | 50 |
|
|
2021
Q4 | $3.91M | Buy |
13,090
+2,153
| +20% | +$644K | 0.33% | 64 |
|
|
2021
Q3 | $2.99M | Hold |
10,937
| – | – | 0.34% | 57 |
|
|
2021
Q2 | $3.04M | Sell |
10,937
-273
| -2% | -$75.9K | 0.37% | 53 |
|
|
2021
Q1 | $2.86M | Buy |
11,210
+908
| +9% | +$232K | 0.46% | 43 |
|
|
2020
Q4 | $2.39M | Buy |
10,302
+163
| +2% | +$37.8K | 0.5% | 45 |
|
|
2020
Q3 | $2.16M | Buy |
10,139
+2,126
| +27% | +$453K | 0.53% | 40 |
|
|
2020
Q2 | $1.43M | Buy |
8,013
+2,887
| +56% | +$515K | 0.41% | 55 |
|
|
2020
Q1 | $937K | Buy |
5,126
+3,571
| +230% | +$653K | 0.32% | 69 |
|
|
2019
Q4 | $352K | Hold |
1,555
| – | – | 0.18% | 80 |
|
|
2019
Q3 | $323K | Buy |
+1,555
| New | +$323K | 0.16% | 91 |
|