RIL
Rothschild Investment LLC’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 | $31.1M | Buy |
63,955
+482
| +0.8% | +$234K | 1.95% | 5 |
|
|
2025
Q1 | $33.8M | Sell |
63,473
-1,308
| -2% | -$697K | 2.26% | 4 |
|
|
2024
Q4 | $29.4M | Buy |
64,781
+4
| +0% | +$1.81K | 1.92% | 7 |
|
|
2024
Q3 | $29.8M | Sell |
64,777
-667
| -1% | -$307K | 1.95% | 7 |
|
|
2024
Q2 | $26.6M | Sell |
65,444
-231
| -0.4% | -$94K | 1.85% | 6 |
|
|
2024
Q1 | $27.6M | Buy |
65,675
+2,928
| +5% | +$1.23M | 2% | 5 |
|
|
2023
Q4 | $22.4M | Buy |
62,747
+744
| +1% | +$265K | 1.88% | 7 |
|
|
2023
Q3 | $21.7M | Buy |
62,003
+925
| +2% | +$324K | 1.83% | 7 |
|
|
2023
Q2 | $20.8M | Buy |
61,078
+215
| +0.4% | +$73.3K | 1.73% | 6 |
|
|
2023
Q1 | $18.8M | Sell |
60,863
-2,404
| -4% | -$742K | 1.64% | 7 |
|
|
2022
Q4 | $19.5M | Sell |
63,267
-4,408
| -7% | -$1.36M | 1.79% | 5 |
|
|
2022
Q3 | $18.1M | Sell |
67,675
-603
| -0.9% | -$161K | 1.79% | 3 |
|
|
2022
Q2 | $18.6M | Buy |
68,278
+1,566
| +2% | +$428K | 1.72% | 6 |
|
|
2022
Q1 | $23.5M | Buy |
66,712
+498
| +0.8% | +$176K | 1.85% | 2 |
|
|
2021
Q4 | $19.8M | Sell |
66,214
-354
| -0.5% | -$106K | 1.54% | 7 |
|
|
2021
Q3 | $18.2M | Sell |
66,568
-2,893
| -4% | -$790K | 1.53% | 5 |
|
|
2021
Q2 | $19.3M | Sell |
69,461
-430
| -0.6% | -$120K | 1.54% | 7 |
|
|
2021
Q1 | $17.9M | Sell |
69,891
-151
| -0.2% | -$38.6K | 1.54% | 8 |
|
|
2020
Q4 | $16.2M | Buy |
70,042
+305
| +0.4% | +$70.7K | 1.57% | 8 |
|
|
2020
Q3 | $14.9M | Buy |
69,737
+265
| +0.4% | +$56.4K | 1.62% | 9 |
|
|
2020
Q2 | $12.4M | Buy |
69,472
+4,730
| +7% | +$844K | 1.49% | 9 |
|
|
2020
Q1 | $11.8M | Buy |
64,742
+518
| +0.8% | +$94.7K | 1.55% | 9 |
|
|
2019
Q4 | $14.5M | Sell |
64,224
-321
| -0.5% | -$72.7K | 1.45% | 10 |
|
|
2019
Q3 | $13.4M | Buy |
64,545
+40
| +0.1% | +$8.32K | 1.57% | 9 |
|
|
2019
Q2 | $13.8M | Buy |
64,505
+563
| +0.9% | +$120K | 1.62% | 7 |
|
|
2019
Q1 | $12.8M | Buy |
63,942
+3,352
| +6% | +$673K | 1.51% | 11 |
|
|
2018
Q4 | $12.4M | Buy |
60,590
+1,664
| +3% | +$340K | 1.66% | 6 |
|
|
2018
Q3 | $12.6M | Sell |
58,926
-545
| -0.9% | -$117K | 1.49% | 12 |
|
|
2018
Q2 | $11.1M | Buy |
59,471
+342
| +0.6% | +$63.8K | 1.4% | 13 |
|
|
2018
Q1 | $11.8M | Sell |
59,129
-3,375
| -5% | -$673K | 1.51% | 8 |
|
|
2017
Q4 | $12.4M | Sell |
62,504
-355
| -0.6% | -$70.4K | 1.35% | 11 |
|
|
2017
Q3 | $11.5M | Sell |
62,859
-5,828
| -8% | -$1.07M | 1.3% | 13 |
|
|
2017
Q2 | $11.6M | Buy |
68,687
+1,849
| +3% | +$313K | 1.32% | 13 |
|
|
2017
Q1 | $11.1M | Sell |
66,838
-116
| -0.2% | -$19.3K | 1.3% | 12 |
|
|
2016
Q4 | $10.9M | Sell |
66,954
-615
| -0.9% | -$100K | 1.31% | 11 |
|
|
2016
Q3 | $9.76M | Buy |
67,569
+445
| +0.7% | +$64.3K | 1.2% | 17 |
|
|
2016
Q2 | $9.72M | Buy |
67,124
+3,540
| +6% | +$513K | 1.24% | 13 |
|
|
2016
Q1 | $9.02M | Sell |
63,584
-2,971
| -4% | -$422K | 1.16% | 17 |
|
|
2015
Q4 | $8.79M | Buy |
66,555
+14,531
| +28% | +$1.92M | 1.12% | 17 |
|
|
2015
Q3 | $6.78M | Buy |
52,024
+350
| +0.7% | +$45.6K | 0.89% | 27 |
|
|
2015
Q2 | $7.03M | Buy |
51,674
+1,000
| +2% | +$136K | 0.82% | 27 |
|
|
2015
Q1 | $7.31M | Sell |
50,674
-1,870
| -4% | -$270K | 0.86% | 24 |
|
|
2014
Q4 | $7.89M | Buy |
52,544
+2,175
| +4% | +$327K | 0.94% | 23 |
|
|
2014
Q3 | $6.96M | Buy |
50,369
+4,003
| +9% | +$553K | 0.85% | 30 |
|
|
2014
Q2 | $5.87M | Sell |
46,366
-725
| -2% | -$91.8K | 0.75% | 40 |
|
|
2014
Q1 | $5.89M | Sell |
47,091
-65
| -0.1% | -$8.12K | 0.79% | 32 |
|
|
2013
Q4 | $5.59M | Sell |
47,156
-13,360
| -22% | -$1.58M | 0.76% | 34 |
|
|
2013
Q3 | $6.87M | Sell |
60,516
-1,050
| -2% | -$119K | 1.01% | 21 |
|
|
2013
Q2 | $6.89M | Buy |
+61,566
| New | +$6.89M | 1.12% | 19 |
|