JPLA
Joseph P. Lucia & Associates’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 | $583K | Buy |
1,201
+50
| +4% | +$24.3K | 0.24% | 84 |
|
|
2025
Q1 | $613K | Buy |
1,151
+72
| +7% | +$38.3K | 0.28% | 76 |
|
|
2024
Q4 | $489K | Buy |
1,079
+90
| +9% | +$40.8K | 0.22% | 85 |
|
|
2024
Q3 | $455K | Buy |
989
+75
| +8% | +$34.5K | 0.21% | 88 |
|
|
2024
Q2 | $372K | Buy |
914
+256
| +39% | +$104K | 0.19% | 86 |
|
|
2024
Q1 | $277K | Hold |
658
| – | – | 0.15% | 96 |
|
|
2023
Q4 | $235K | Buy |
658
+14
| +2% | +$4.99K | 0.15% | 100 |
|
|
2023
Q3 | $226K | Hold |
644
| – | – | 0.16% | 98 |
|
|
2023
Q2 | $220K | Sell |
644
-27
| -4% | -$9.21K | 0.15% | 107 |
|
|
2023
Q1 | $207K | Hold |
671
| – | – | 0.14% | 112 |
|
|
2022
Q4 | $207K | Buy |
+671
| New | +$207K | 0.16% | 108 |
|
|
2022
Q3 | – | Sell |
-611
| Closed | -$167K | – | 141 |
|
|
2022
Q2 | $167K | Buy |
611
+53
| +9% | +$14.5K | 0.12% | 110 |
|
|
2022
Q1 | $197K | Buy |
+558
| New | +$197K | 0.12% | 120 |
|
|
2021
Q4 | – | Sell |
-456
| Closed | -$124K | – | 176 |
|
|
2021
Q3 | $124K | Hold |
456
| – | – | 0.07% | 153 |
|
|
2021
Q2 | $127K | Hold |
456
| – | – | 0.08% | 149 |
|
|
2021
Q1 | $116K | Hold |
456
| – | – | 0.05% | 147 |
|
|
2020
Q4 | $106K | Buy |
+456
| New | +$106K | 0.07% | 145 |
|
|
2020
Q3 | – | Sell |
-456
| Closed | -$81K | – | 128 |
|
|
2020
Q2 | $81K | Hold |
456
| – | – | 0.07% | 148 |
|
|
2020
Q1 | $83K | Buy |
456
+90
| +25% | +$16.4K | 0.09% | 133 |
|
|
2019
Q4 | $83K | Hold |
366
| – | – | 0.08% | 142 |
|
|
2019
Q3 | $76K | Hold |
366
| – | – | 0.08% | 141 |
|
|
2019
Q2 | $78K | Sell |
366
-13,795
| -97% | -$2.94M | 0.08% | 136 |
|
|
2019
Q1 | $69 | Buy |
+14,161
| New | +$69 | 0.01% | 282 |
|