Alan B. Lancz & 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 | $2.67M | Sell |
5,499
-221
| -4% | -$107K | 2.67% | 8 |
|
|
2025
Q1 | $3.05M | Buy |
5,720
+63
| +1% | +$33.6K | 3.25% | 6 |
|
|
2024
Q4 | $2.56M | Sell |
5,657
-25
| -0.4% | -$11.3K | 2.6% | 8 |
|
|
2024
Q3 | $2.62M | Sell |
5,682
-35
| -0.6% | -$16.1K | 2.4% | 8 |
|
|
2024
Q2 | $2.33M | Buy |
+5,717
| New | +$2.33M | 2.3% | 8 |
|
|
2023
Q4 | $2.05M | Hold |
5,752
| – | – | 2.16% | 8 |
|
|
2023
Q3 | $2.01M | Hold |
5,752
| – | – | 2.29% | 7 |
|
|
2023
Q2 | $1.96M | Sell |
5,752
-100
| -2% | -$34.1K | 2.1% | 7 |
|
|
2023
Q1 | $1.81M | Hold |
5,852
| – | – | 1.87% | 9 |
|
|
2022
Q4 | $1.86M | Hold |
5,852
| – | – | 1.88% | 9 |
|
|
2022
Q3 | $1.56M | Hold |
5,852
| – | – | 1.85% | 9 |
|
|
2022
Q2 | $1.76M | Sell |
5,852
-1,315
| -18% | -$395K | 1.74% | 9 |
|
|
2022
Q1 | $2.53M | Hold |
7,167
| – | – | 2.24% | 9 |
|
|
2021
Q4 | $2.14M | Buy |
+7,167
| New | +$2.14M | 1.87% | 9 |
|