Ruggaard & Associates’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 | $406K | Buy |
836
+25
| +3% | +$12.1K | 0.16% | 75 |
|
|
2025
Q1 | $432K | Sell |
811
-3
| -0.4% | -$1.6K | 0.19% | 70 |
|
|
2024
Q4 | $369K | Buy |
814
+26
| +3% | +$11.8K | 0.16% | 80 |
|
|
2024
Q3 | $363K | Hold |
788
| – | – | 0.16% | 87 |
|
|
2024
Q2 | $321K | Hold |
788
| – | – | 0.15% | 89 |
|
|
2024
Q1 | $331K | Sell |
788
-15
| -2% | -$6.31K | 0.16% | 90 |
|
|
2023
Q4 | $286K | Sell |
803
-10
| -1% | -$3.57K | 0.15% | 92 |
|
|
2023
Q3 | $285K | Sell |
813
-7
| -0.9% | -$2.45K | 0.17% | 85 |
|
|
2023
Q2 | $280K | Sell |
820
-184
| -18% | -$62.7K | 0.16% | 88 |
|
|
2023
Q1 | $310K | Buy |
+1,004
| New | +$310K | 0.19% | 75 |
|