RWA Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.6M | Sell |
58,822
-25,447
| -30% | -$12.4M | 0.36% | 48 |
|
2025
Q1 | $44.9M | Sell |
84,269
-12,333
| -13% | -$6.57M | 0.57% | 28 |
|
2024
Q4 | $43.8M | Buy |
96,602
+1,150
| +1% | +$521K | 0.54% | 29 |
|
2024
Q3 | $43.9M | Buy |
95,452
+970
| +1% | +$446K | 0.55% | 27 |
|
2024
Q2 | $38.4M | Sell |
94,482
-2,385
| -2% | -$970K | 0.51% | 30 |
|
2024
Q1 | $40.7M | Sell |
96,867
-12,989
| -12% | -$5.46M | 0.55% | 29 |
|
2023
Q4 | $39.2M | Buy |
109,856
+80,689
| +277% | +$28.8M | 0.56% | 29 |
|
2023
Q3 | $10.2M | Buy |
29,167
+13,827
| +90% | +$4.84M | 0.22% | 45 |
|
2023
Q2 | $5.23M | Sell |
15,340
-9,872
| -39% | -$3.37M | 0.11% | 75 |
|
2023
Q1 | $7.78M | Buy |
25,212
+227
| +0.9% | +$70.1K | 0.19% | 46 |
|
2022
Q4 | $8M | Sell |
24,985
-138
| -0.5% | -$44.2K | 0.2% | 47 |
|
2022
Q3 | $6.71M | Buy |
25,123
+865
| +4% | +$231K | 0.47% | 44 |
|
2022
Q2 | $6.62M | Buy |
24,258
+372
| +2% | +$102K | 0.45% | 47 |
|
2022
Q1 | $8.43M | Buy |
23,886
+189
| +0.8% | +$66.7K | 0.55% | 46 |
|
2021
Q4 | $7.09M | Buy |
23,697
+983
| +4% | +$294K | 0.48% | 57 |
|
2021
Q3 | $6.2M | Sell |
22,714
-10
| -0% | -$2.73K | 0.46% | 64 |
|
2021
Q2 | $6.32M | Sell |
22,724
-9
| -0% | -$2.5K | 0.47% | 63 |
|
2021
Q1 | $5.81M | Sell |
22,733
-682
| -3% | -$174K | 0.47% | 65 |
|
2020
Q4 | $5.43M | Buy |
23,415
+129
| +0.6% | +$29.9K | 0.48% | 58 |
|
2020
Q3 | $4.96M | Sell |
23,286
-222
| -0.9% | -$47.3K | 0.52% | 50 |
|
2020
Q2 | $4.2M | Sell |
23,508
-2,085
| -8% | -$372K | 0.51% | 52 |
|
2020
Q1 | $4.68M | Sell |
25,593
-652
| -2% | -$119K | 0.66% | 38 |
|
2019
Q4 | $5.94M | Sell |
26,245
-689
| -3% | -$156K | 0.59% | 44 |
|
2019
Q3 | $5.6M | Buy |
26,934
+1,052
| +4% | +$219K | 0.59% | 43 |
|
2019
Q2 | $5.52M | Sell |
25,882
-639
| -2% | -$136K | 0.59% | 42 |
|
2019
Q1 | $5.33M | Sell |
26,521
-120
| -0.5% | -$24.1K | 0.61% | 41 |
|
2018
Q4 | $5.44M | Sell |
26,641
-1,176
| -4% | -$240K | 0.72% | 34 |
|
2018
Q3 | $5.96M | Sell |
27,817
-235
| -0.8% | -$50.3K | 0.67% | 34 |
|
2018
Q2 | $5.24M | Buy |
28,052
+10,812
| +63% | +$2.02M | 0.58% | 40 |
|
2018
Q1 | $3.44M | Sell |
17,240
-831
| -5% | -$166K | 0.44% | 59 |
|
2017
Q4 | $3.58M | Sell |
18,071
-6,204
| -26% | -$1.23M | 0.4% | 66 |
|
2017
Q3 | $4.45M | Buy |
24,275
+14,374
| +145% | +$2.63M | 0.5% | 58 |
|
2017
Q2 | $1.68M | Buy |
9,901
+565
| +6% | +$95.7K | 0.21% | 86 |
|
2017
Q1 | $1.56M | Buy |
9,336
+4,184
| +81% | +$697K | 0.2% | 87 |
|
2016
Q4 | $840K | Buy |
+5,152
| New | +$840K | 0.76% | 9 |
|