Rothschild & Co Wealth Management (UK)’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 | $691M | Buy |
1,422,305
+25,848
| +2% | +$12.6M | 10.27% | 4 |
|
2025
Q1 | $744M | Sell |
1,396,457
-8,273
| -0.6% | -$4.41M | 12.52% | 2 |
|
2024
Q4 | $637M | Sell |
1,404,730
-321,699
| -19% | -$146M | 11.18% | 4 |
|
2024
Q3 | $795M | Sell |
1,726,429
-253,185
| -13% | -$117M | 12.62% | 2 |
|
2024
Q2 | $805M | Buy |
1,979,614
+29,810
| +2% | +$12.1M | 13.72% | 2 |
|
2024
Q1 | $820M | Buy |
1,949,804
+1,154
| +0.1% | +$485K | 13.59% | 1 |
|
2023
Q4 | $695M | Sell |
1,948,650
-134,583
| -6% | -$48M | 11.4% | 1 |
|
2023
Q3 | $730M | Buy |
2,083,233
+42,737
| +2% | +$15M | 12.85% | 1 |
|
2023
Q2 | $696M | Buy |
2,040,496
+43,341
| +2% | +$14.8M | 12.54% | 1 |
|
2023
Q1 | $617M | Buy |
1,997,155
+17,237
| +0.9% | +$5.32M | 12.27% | 1 |
|
2022
Q4 | $612M | Buy |
1,979,918
+68,274
| +4% | +$21.1M | 13.57% | 1 |
|
2022
Q3 | $510M | Sell |
1,911,644
-130,318
| -6% | -$34.8M | 12.36% | 1 |
|
2022
Q2 | $557M | Buy |
2,041,962
+7,179
| +0.4% | +$1.96M | 12.6% | 1 |
|
2022
Q1 | $718M | Sell |
2,034,783
-360,344
| -15% | -$127M | 12.95% | 1 |
|
2021
Q4 | $716M | Sell |
2,395,127
-5,429
| -0.2% | -$1.62M | 11.89% | 2 |
|
2021
Q3 | $655M | Buy |
2,400,556
+30,120
| +1% | +$8.22M | 11.11% | 2 |
|
2021
Q2 | $659M | Buy |
2,370,436
+66,095
| +3% | +$18.4M | 11.23% | 2 |
|
2021
Q1 | $589M | Buy |
2,304,341
+53,336
| +2% | +$13.6M | 10.54% | 3 |
|
2020
Q4 | $522M | Sell |
2,251,005
-287,355
| -11% | -$66.6M | 10.11% | 3 |
|
2020
Q3 | $541M | Buy |
2,538,360
+2,584
| +0.1% | +$550K | 11.33% | 1 |
|
2020
Q2 | $453M | Buy |
2,535,776
+27,736
| +1% | +$4.95M | 10.35% | 4 |
|
2020
Q1 | $459M | Buy |
2,508,040
+62,473
| +3% | +$11.4M | 12.29% | 1 |
|
2019
Q4 | $554M | Sell |
2,445,567
-16,315
| -0.7% | -$3.7M | 12.34% | 1 |
|
2019
Q3 | $512M | Sell |
2,461,882
-13,328
| -0.5% | -$2.77M | 12.76% | 1 |
|
2019
Q2 | $528M | Buy |
2,475,210
+68,824
| +3% | +$14.7M | 9.78% | 3 |
|
2019
Q1 | $483M | Buy |
2,406,386
+15,115
| +0.6% | +$3.04M | 13.55% | 1 |
|
2018
Q4 | $488M | Sell |
2,391,271
-121,957
| -5% | -$24.9M | 16.85% | 1 |
|
2018
Q3 | $538M | Sell |
2,513,228
-21,737
| -0.9% | -$4.65M | 17.98% | 1 |
|
2018
Q2 | $473M | Buy |
2,534,965
+51,781
| +2% | +$9.66M | 15.72% | 1 |
|
2018
Q1 | $495M | Sell |
2,483,184
-54,275
| -2% | -$10.8M | 17.67% | 1 |
|
2017
Q4 | $503M | Buy |
2,537,459
+37,444
| +1% | +$7.42M | 18.2% | 1 |
|
2017
Q3 | $458M | Buy |
2,500,015
+91,260
| +4% | +$16.7M | 17.75% | 1 |
|
2017
Q2 | $408M | Buy |
2,408,755
+76,771
| +3% | +$13M | 17.2% | 1 |
|
2017
Q1 | $389M | Sell |
2,331,984
-94,894
| -4% | -$15.8M | 18.21% | 1 |
|
2016
Q4 | $396M | Buy |
2,426,878
+48,911
| +2% | +$7.97M | 22.01% | 1 |
|
2016
Q3 | $344M | Buy |
2,377,967
+19,353
| +0.8% | +$2.8M | 23.88% | 1 |
|
2016
Q2 | $342M | Sell |
2,358,614
-1,034,388
| -30% | -$150M | 24.6% | 1 |
|
2016
Q1 | $481M | Sell |
3,393,002
-43,227
| -1% | -$6.13M | 31.6% | 1 |
|
2015
Q4 | $454M | Buy |
3,436,229
+274,186
| +9% | +$36.2M | 31.27% | 1 |
|
2015
Q3 | $412M | Buy |
3,162,043
+324,580
| +11% | +$42.3M | 31.48% | 1 |
|
2015
Q2 | $386M | Buy |
2,837,463
+98,597
| +4% | +$13.4M | 39.19% | 1 |
|
2015
Q1 | $395M | Buy |
2,738,866
+103,081
| +4% | +$14.9M | 41.25% | 1 |
|
2014
Q4 | $396M | Buy |
2,635,785
+72,625
| +3% | +$10.9M | 42.17% | 1 |
|
2014
Q3 | $354M | Buy |
2,563,160
+85,468
| +3% | +$11.8M | 43.63% | 1 |
|
2014
Q2 | $314M | Buy |
2,477,692
+244,579
| +11% | +$31M | 33.32% | 1 |
|
2014
Q1 | $279M | Buy |
+2,233,113
| New | +$279M | 34.45% | 1 |
|