Brown, Lisle/Cummings’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 | $5.03M | Buy |
10,355
+36
| +0.3% | +$17.5K | 1.34% | 18 |
|
|
2025
Q1 | $5.5M | Buy |
10,319
+1,006
| +11% | +$536K | 1.59% | 11 |
|
|
2024
Q4 | $4.22M | Sell |
9,313
-232
| -2% | -$105K | 1.26% | 17 |
|
|
2024
Q3 | $4.39M | Sell |
9,545
-200
| -2% | -$92.1K | 1.33% | 15 |
|
|
2024
Q2 | $3.96M | Sell |
9,745
-75
| -0.8% | -$30.5K | 1.29% | 17 |
|
|
2024
Q1 | $4.13M | Hold |
9,820
| – | – | 1.4% | 16 |
|
|
2023
Q4 | $3.5M | Sell |
9,820
-65
| -0.7% | -$23.2K | 1.3% | 18 |
|
|
2023
Q3 | $3.46M | Sell |
9,885
-5
| -0.1% | -$1.75K | 1.57% | 13 |
|
|
2023
Q2 | $3.37M | Buy |
9,890
+625
| +7% | +$213K | 1.51% | 14 |
|
|
2023
Q1 | $2.86M | Hold |
9,265
| – | – | 1.45% | 16 |
|
|
2022
Q4 | $2.86M | Buy |
9,265
+525
| +6% | +$162K | 1.54% | 14 |
|
|
2022
Q3 | $2.33M | Buy |
8,740
+50
| +0.6% | +$13.4K | 1.36% | 18 |
|
|
2022
Q2 | $2.37M | Buy |
8,690
+325
| +4% | +$88.7K | 1.31% | 18 |
|
|
2022
Q1 | $2.95M | Buy |
8,365
+475
| +6% | +$168K | 1.42% | 16 |
|
|
2021
Q4 | $2.36M | Buy |
+7,890
| New | +$2.36M | 1.18% | 19 |
|