Royal Harbor 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,441
| Closed | -$1.21M | – | 50 |
|
2023
Q3 | $1.21M | Buy |
3,441
+244
| +8% | +$85.5K | 0.63% | 23 |
|
2023
Q2 | $1.09M | Sell |
3,197
-51
| -2% | -$17.4K | 0.53% | 37 |
|
2023
Q1 | $1M | Sell |
3,248
-4,143
| -56% | -$1.28M | 0.54% | 40 |
|
2022
Q4 | $2.28M | Sell |
7,391
-308
| -4% | -$95.1K | 1.41% | 25 |
|
2022
Q3 | $2.06M | Sell |
7,699
-141
| -2% | -$37.7K | 1.41% | 27 |
|
2022
Q2 | $2.14M | Buy |
7,840
+2,974
| +61% | +$812K | 1.46% | 27 |
|
2022
Q1 | $1.72M | Sell |
4,866
-173
| -3% | -$61K | 1.1% | 27 |
|
2021
Q4 | $1.51M | Buy |
5,039
+187
| +4% | +$55.9K | 0.96% | 30 |
|
2021
Q3 | $1.32M | Sell |
4,852
-4,499
| -48% | -$1.23M | 0.94% | 32 |
|
2021
Q2 | $2.6M | Buy |
+9,351
| New | +$2.6M | 1.73% | 18 |
|