Ruedi 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 | – | Sell |
-288
| Closed | -$153K | – | 91 |
|
|
2025
Q1 | $153K | Hold |
288
| – | – | 0.05% | 52 |
|
|
2024
Q4 | $131K | Hold |
288
| – | – | 0.04% | 58 |
|
|
2024
Q3 | $133K | Sell |
288
-33
| -10% | -$15.2K | 0.05% | 58 |
|
|
2024
Q2 | $131K | Buy |
321
+34
| +12% | +$13.8K | 0.05% | 57 |
|
|
2024
Q1 | $121K | Sell |
287
-76
| -21% | -$32K | 0.05% | 57 |
|
|
2023
Q4 | $129K | Hold |
363
| – | – | 0.06% | 53 |
|
|
2023
Q3 | $127K | Hold |
363
| – | – | 0.07% | 52 |
|
|
2023
Q2 | $124K | Hold |
363
| – | – | 0.07% | 51 |
|
|
2023
Q1 | $112K | Hold |
363
| – | – | 0.07% | 50 |
|
|
2022
Q4 | $112K | Buy |
+363
| New | +$112K | 0.08% | 48 |
|