Root Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Buy |
12,815
+385
| +3% | +$187K | 0.6% | 25 |
|
|
2025
Q1 | $6.62M | Buy |
+12,430
| New | +$6.62M | 0.71% | 23 |
|
|
2024
Q4 | – | Sell |
-11,938
| Closed | -$5.49M | – | 218 |
|
|
2024
Q3 | $5.49M | Buy |
+11,938
| New | +$5.49M | 0.88% | 16 |
|
|
2024
Q2 | – | Sell |
-8,710
| Closed | -$3.66M | – | 115 |
|
|
2024
Q1 | $3.66M | Buy |
8,710
+614
| +8% | +$258K | 1.09% | 16 |
|
|
2023
Q4 | $2.89M | Buy |
8,096
+1,251
| +18% | +$446K | 1.08% | 15 |
|
|
2023
Q3 | $2.4M | Sell |
6,845
-293
| -4% | -$103K | 1.27% | 14 |
|
|
2023
Q2 | $2.43M | Sell |
7,138
-71
| -1% | -$24.2K | 1.45% | 14 |
|
|
2023
Q1 | $2.23M | Buy |
+7,209
| New | +$2.23M | 1.59% | 15 |
|