Royal Capital Wealth Management’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 | $8.99M | Hold |
18,503
| – | – | 5.98% | 4 |
|
2025
Q1 | $9.85M | Buy |
18,503
+57
| +0.3% | +$30.4K | 6.91% | 3 |
|
2024
Q4 | $8.36M | Hold |
18,446
| – | – | 5.86% | 4 |
|
2024
Q3 | $8.49M | Sell |
18,446
-90
| -0.5% | -$41.4K | 6% | 4 |
|
2024
Q2 | $7.54M | Buy |
18,536
+790
| +4% | +$321K | 5.68% | 4 |
|
2024
Q1 | $7.46M | Buy |
17,746
+63
| +0.4% | +$26.5K | 5.86% | 4 |
|
2023
Q4 | $6.31M | Hold |
17,683
| – | – | 5.46% | 4 |
|
2023
Q3 | $6.19M | Hold |
17,683
| – | – | 5.94% | 3 |
|
2023
Q2 | $6.03M | Hold |
17,683
| – | – | 5.68% | 4 |
|
2023
Q1 | $5.46M | Buy |
17,683
+2,504
| +16% | +$773K | 5.5% | 3 |
|
2022
Q4 | $4.69M | Buy |
15,179
+2,527
| +20% | +$781K | 4.98% | 2 |
|
2022
Q3 | $3.38M | Hold |
12,652
| – | – | 3.94% | 6 |
|
2022
Q2 | $3.45M | Buy |
12,652
+4,077
| +48% | +$1.11M | 3.75% | 6 |
|
2022
Q1 | $3.03M | Buy |
8,575
+4,000
| +87% | +$1.41M | 2.96% | 9 |
|
2021
Q4 | $1.37M | Buy |
+4,575
| New | +$1.37M | 1.33% | 22 |
|