Kelly Lawrence W & 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 | $675K | Hold |
1,389
| – | – | 0.18% | 50 |
|
|
2025
Q1 | $740K | Hold |
1,389
| – | – | 0.18% | 50 |
|
|
2024
Q4 | $630K | Sell |
1,389
-23
| -2% | -$10.4K | 0.15% | 53 |
|
|
2024
Q3 | $650K | Hold |
1,412
| – | – | 0.15% | 54 |
|
|
2024
Q2 | $574K | Sell |
1,412
-10
| -0.7% | -$4.07K | 0.13% | 54 |
|
|
2024
Q1 | $598K | Sell |
1,422
-100
| -7% | -$42.1K | 0.14% | 52 |
|
|
2023
Q4 | $543K | Sell |
1,522
-50
| -3% | -$17.8K | 0.13% | 55 |
|
|
2023
Q3 | $551K | Sell |
1,572
-30
| -2% | -$10.5K | 0.15% | 53 |
|
|
2023
Q2 | $543K | Sell |
1,602
-10
| -0.6% | -$3.39K | 0.14% | 54 |
|
|
2023
Q1 | $498K | Hold |
1,612
| – | – | 0.13% | 57 |
|
|
2022
Q4 | $498K | Sell |
1,612
-4,200
| -72% | -$1.3M | 0.14% | 55 |
|
|
2022
Q3 | $1.55M | Buy |
5,812
+2,300
| +65% | +$614K | 0.43% | 36 |
|
|
2022
Q2 | $959K | Buy |
3,512
+1,890
| +117% | +$516K | 0.26% | 44 |
|
|
2022
Q1 | $572K | Sell |
1,622
-170
| -9% | -$60K | 0.12% | 53 |
|
|
2021
Q4 | $536K | Hold |
1,792
| – | – | 0.11% | 55 |
|
|
2021
Q3 | $489K | Hold |
1,792
| – | – | 0.1% | 57 |
|
|
2021
Q2 | $498K | Hold |
1,792
| – | – | 0.11% | 57 |
|
|
2021
Q1 | $458K | Hold |
1,792
| – | – | 0.11% | 60 |
|
|
2020
Q4 | $416K | Sell |
1,792
-35
| -2% | -$8.13K | 0.16% | 44 |
|
|
2020
Q3 | $389K | Sell |
1,827
-20
| -1% | -$4.26K | 0.12% | 52 |
|
|
2020
Q2 | $330K | Hold |
1,847
| – | – | 0.07% | 54 |
|
|
2020
Q1 | $338K | Hold |
1,847
| – | – | 0.08% | 54 |
|
|
2019
Q4 | $418K | Hold |
1,847
| – | – | 0.07% | 65 |
|
|
2019
Q3 | $384K | Hold |
1,847
| – | – | 0.06% | 63 |
|
|
2019
Q2 | $394K | Hold |
1,847
| – | – | 0.07% | 64 |
|
|
2019
Q1 | $371K | Hold |
1,847
| – | – | 0.07% | 67 |
|
|
2018
Q4 | $377K | Hold |
1,847
| – | – | 0.08% | 63 |
|
|
2018
Q3 | $396K | Hold |
1,847
| – | – | 0.07% | 73 |
|
|
2018
Q2 | $344K | Hold |
1,847
| – | – | 0.06% | 73 |
|
|
2018
Q1 | $368K | Sell |
1,847
-40
| -2% | -$7.97K | 0.07% | 73 |
|
|
2017
Q4 | $374K | Hold |
1,887
| – | – | 0.07% | 74 |
|
|
2017
Q3 | $346K | Hold |
1,887
| – | – | 0.07% | 73 |
|
|
2017
Q2 | $320K | Hold |
1,887
| – | – | 0.06% | 73 |
|
|
2017
Q1 | $315K | Hold |
1,887
| – | – | 0.07% | 75 |
|
|
2016
Q4 | $307K | Sell |
1,887
-225
| -11% | -$36.6K | 0.07% | 77 |
|
|
2016
Q3 | $305K | Sell |
2,112
-25
| -1% | -$3.61K | 0.07% | 78 |
|
|
2016
Q2 | $309K | Buy |
2,137
+70
| +3% | +$10.1K | 0.07% | 78 |
|
|
2016
Q1 | $293K | Hold |
2,067
| – | – | 0.07% | 74 |
|
|
2015
Q4 | $273K | Hold |
2,067
| – | – | 0.06% | 79 |
|
|
2015
Q3 | $269K | Hold |
2,067
| – | – | 0.06% | 79 |
|
|
2015
Q2 | $281K | Hold |
2,067
| – | – | 0.06% | 80 |
|
|
2015
Q1 | $298K | Hold |
2,067
| – | – | 0.06% | 74 |
|
|
2014
Q4 | $310K | Hold |
2,067
| – | – | 0.06% | 73 |
|
|
2014
Q3 | $286K | Hold |
2,067
| – | – | 0.06% | 73 |
|
|
2014
Q2 | $261K | Hold |
2,067
| – | – | 0.06% | 78 |
|
|
2014
Q1 | $258K | Buy |
2,067
+60
| +3% | +$7.49K | 0.06% | 74 |
|
|
2013
Q4 | $238K | Hold |
2,007
| – | – | 0.05% | 73 |
|
|
2013
Q3 | $228K | Buy |
2,007
+1,052
| +110% | +$120K | 0.05% | 74 |
|
|
2013
Q2 | $106K | Buy |
+955
| New | +$106K | 0.03% | 87 |
|