WRPWM
Werba Rubin Papier Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.61M | Buy |
3,323
+317
| +11% | +$154K | 0.3% | 52 |
|
2025
Q1 | $1.6M | Buy |
3,006
+80
| +3% | +$42.6K | 0.35% | 48 |
|
2024
Q4 | $1.33M | Buy |
2,926
+103
| +4% | +$46.7K | 0.31% | 49 |
|
2024
Q3 | $1.3M | Buy |
2,823
+477
| +20% | +$220K | 0.3% | 50 |
|
2024
Q2 | $954K | Buy |
2,346
+124
| +6% | +$50.4K | 0.26% | 57 |
|
2024
Q1 | $934K | Buy |
2,222
+1,214
| +120% | +$511K | 0.27% | 51 |
|
2023
Q4 | $360K | Sell |
1,008
-88
| -8% | -$31.4K | 0.12% | 71 |
|
2023
Q3 | $384K | Hold |
1,096
| – | – | 0.14% | 73 |
|
2023
Q2 | $374K | Sell |
1,096
-71
| -6% | -$24.2K | 0.13% | 70 |
|
2023
Q1 | $360K | Buy |
1,167
+5
| +0.4% | +$1.54K | 0.14% | 68 |
|
2022
Q4 | $359K | Buy |
+1,162
| New | +$359K | 0.15% | 66 |
|