RWP
RWA Wealth Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.29M | Hold |
10
| – | – | 0.09% | 125 |
|
2025
Q1 | $7.98M | Sell |
10
-1
| -9% | -$798K | 0.1% | 114 |
|
2024
Q4 | $7.49M | Hold |
11
| – | – | 0.09% | 118 |
|
2024
Q3 | $7.6M | Hold |
11
| – | – | 0.09% | 115 |
|
2024
Q2 | $6.73M | Hold |
11
| – | – | 0.09% | 123 |
|
2024
Q1 | $6.98M | Hold |
11
| – | – | 0.09% | 122 |
|
2023
Q4 | $5.97M | Buy |
11
+10
| +1,000% | +$5.43M | 0.09% | 123 |
|
2023
Q3 | $531K | Buy |
+1
| New | +$531K | 0.01% | 255 |
|
2023
Q2 | – | Sell |
-7
| Closed | -$3.26M | – | 330 |
|
2023
Q1 | $3.26M | Hold |
7
| – | – | 0.08% | 82 |
|
2022
Q4 | $3.39M | Hold |
7
| – | – | 0.08% | 85 |
|
2022
Q3 | $2.85M | Hold |
7
| – | – | 0.2% | 79 |
|
2022
Q2 | $2.86M | Hold |
7
| – | – | 0.19% | 79 |
|
2022
Q1 | $3.7M | Hold |
7
| – | – | 0.24% | 85 |
|
2021
Q4 | $3.16M | Hold |
7
| – | – | 0.21% | 89 |
|
2021
Q3 | $2.88M | Hold |
7
| – | – | 0.21% | 88 |
|
2021
Q2 | $2.93M | Hold |
7
| – | – | 0.22% | 83 |
|
2021
Q1 | $2.7M | Hold |
7
| – | – | 0.22% | 86 |
|
2020
Q4 | $2.44M | Hold |
7
| – | – | 0.22% | 83 |
|
2020
Q3 | $2.24M | Hold |
7
| – | – | 0.24% | 79 |
|
2020
Q2 | $1.87M | Hold |
7
| – | – | 0.23% | 76 |
|
2020
Q1 | $1.9M | Hold |
7
| – | – | 0.27% | 71 |
|
2019
Q4 | $2.38M | Sell |
7
-1
| -13% | -$340K | 0.24% | 83 |
|
2019
Q3 | $2.5M | Hold |
8
| – | – | 0.26% | 88 |
|
2019
Q2 | $2.55M | Hold |
8
| – | – | 0.27% | 83 |
|
2019
Q1 | $2.41M | Hold |
8
| – | – | 0.28% | 85 |
|
2018
Q4 | $2.45M | Hold |
8
| – | – | 0.32% | 74 |
|
2018
Q3 | $2.56M | Hold |
8
| – | – | 0.29% | 82 |
|
2018
Q2 | $2.26M | Buy |
8
+1
| +14% | +$282K | 0.25% | 94 |
|
2018
Q1 | $2.09M | Hold |
7
| – | – | 0.27% | 84 |
|
2017
Q4 | $2.08M | Hold |
7
| – | – | 0.23% | 90 |
|
2017
Q3 | $1.92M | Buy |
7
+6
| +600% | +$1.65M | 0.22% | 91 |
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.03% | 169 |
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.03% | 166 |
|
2016
Q4 | $244K | Buy |
+1
| New | +$244K | 0.22% | 42 |
|