LTI
Laffer Tengler Investments’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 | $222K | Sell |
457
-164
| -26% | -$79.7K | 0.04% | 158 |
|
|
2025
Q1 | $331K | Buy |
+621
| New | +$331K | 0.07% | 106 |
|
|
2024
Q3 | – | Sell |
-358
| Closed | -$146K | – | 201 |
|
|
2024
Q2 | $146K | Buy |
358
+184
| +106% | +$74.9K | 0.03% | 189 |
|
|
2024
Q1 | $73.2K | Hold |
174
| – | – | 0.02% | 225 |
|
|
2023
Q4 | $62.1K | Sell |
174
-179
| -51% | -$63.8K | 0.02% | 208 |
|
|
2023
Q3 | $124K | Sell |
353
-5,403
| -94% | -$1.89M | 0.04% | 170 |
|
|
2023
Q2 | $1.96M | Buy |
5,756
+1,541
| +37% | +$525K | 0.52% | 70 |
|
|
2023
Q1 | $1.3M | Buy |
4,215
+1,107
| +36% | +$342K | 0.35% | 83 |
|
|
2022
Q4 | $960K | Buy |
3,108
+375
| +14% | +$116K | 0.28% | 100 |
|
|
2022
Q3 | $730K | Buy |
2,733
+392
| +17% | +$105K | 0.27% | 100 |
|
|
2022
Q2 | $639K | Buy |
2,341
+749
| +47% | +$204K | 0.22% | 115 |
|
|
2022
Q1 | $562K | Buy |
1,592
+1,582
| +15,820% | +$558K | 0.17% | 127 |
|
|
2021
Q4 | $2.99K | Sell |
10
-402
| -98% | -$120K | ﹤0.01% | 333 |
|
|
2021
Q3 | $112K | Buy |
412
+10
| +2% | +$2.73K | 0.03% | 269 |
|
|
2021
Q2 | $112K | Sell |
402
-1,607
| -80% | -$447K | 0.04% | 198 |
|
|
2021
Q1 | $513K | Hold |
2,009
| – | – | 0.19% | 100 |
|
|
2020
Q4 | $461K | Hold |
2,009
| – | – | 0.19% | 103 |
|
|
2020
Q3 | $428K | Buy |
2,009
+1,607
| +400% | +$342K | 0.21% | 97 |
|
|
2020
Q2 | $71.8K | Sell |
402
-55
| -12% | -$9.82K | 0.04% | 177 |
|
|
2020
Q1 | $83.6K | Buy |
457
+140
| +44% | +$25.6K | 0.07% | 121 |
|
|
2019
Q4 | $71.8K | Buy |
+317
| New | +$71.8K | 0.05% | 129 |
|
|
2016
Q2 | – | Sell |
-53,256
| Closed | -$7.56M | – | 215 |
|
|
2016
Q1 | $7.56M | Buy |
+53,256
| New | +$7.56M | 2.04% | 1 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1 |
|
|
2015
Q3 | – | Sell |
-53,256
| Closed | -$7.25M | – | 1 |
|
|
2015
Q2 | $7.25M | Buy |
+53,256
| New | +$7.25M | 1.76% | 1 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 224 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 234 |
|