Lagoda Investment Management’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 | $918K | Sell |
1,890
-175
| -8% | -$85K | 0.52% | 19 |
|
|
2025
Q1 | $1.1M | Hold |
2,065
| – | – | 0.7% | 20 |
|
|
2024
Q4 | $936K | Hold |
2,065
| – | – | 0.51% | 23 |
|
|
2024
Q3 | $950K | Hold |
2,065
| – | – | 0.55% | 23 |
|
|
2024
Q2 | $840K | Hold |
2,065
| – | – | 0.48% | 21 |
|
|
2024
Q1 | $868K | Hold |
2,065
| – | – | 0.53% | 20 |
|
|
2023
Q4 | $737K | Hold |
2,065
| – | – | 0.5% | 21 |
|
|
2023
Q3 | $723K | Hold |
2,065
| – | – | 0.48% | 24 |
|
|
2023
Q2 | $704K | Hold |
2,065
| – | – | 0.5% | 24 |
|
|
2023
Q1 | $638K | Hold |
2,065
| – | – | 0.45% | 22 |
|
|
2022
Q4 | $638K | Hold |
2,065
| – | – | 0.43% | 21 |
|
|
2022
Q3 | $551K | Hold |
2,065
| – | – | 0.39% | 22 |
|
|
2022
Q2 | $564K | Hold |
2,065
| – | – | 0.37% | 24 |
|
|
2022
Q1 | $729K | Hold |
2,065
| – | – | 0.39% | 24 |
|
|
2021
Q4 | $617K | Hold |
2,065
| – | – | 0.29% | 26 |
|
|
2021
Q3 | $564K | Hold |
2,065
| – | – | 0.28% | 24 |
|
|
2021
Q2 | $574K | Hold |
2,065
| – | – | 0.27% | 21 |
|
|
2021
Q1 | $528K | Hold |
2,065
| – | – | 0.26% | 21 |
|
|
2020
Q4 | $479K | Sell |
2,065
-1,000
| -33% | -$232K | 0.26% | 20 |
|
|
2020
Q3 | $653K | Buy |
3,065
+1,000
| +48% | +$213K | 0.48% | 17 |
|
|
2020
Q2 | $369K | Hold |
2,065
| – | – | 0.31% | 18 |
|
|
2020
Q1 | $378K | Hold |
2,065
| – | – | 0.45% | 16 |
|
|
2019
Q4 | $468K | Hold |
2,065
| – | – | 0.46% | 16 |
|
|
2019
Q3 | $430K | Hold |
2,065
| – | – | 0.51% | 16 |
|
|
2019
Q2 | $440K | Hold |
2,065
| – | – | 0.51% | 15 |
|
|
2019
Q1 | $415K | Sell |
2,065
-40
| -2% | -$8.04K | 0.53% | 16 |
|
|
2018
Q4 | $430K | Sell |
2,105
-965
| -31% | -$197K | 0.72% | 16 |
|
|
2018
Q3 | $657K | Sell |
3,070
-29,894
| -91% | -$6.4M | 0.27% | 23 |
|
|
2018
Q2 | $6.15M | Buy |
32,964
+3,035
| +10% | +$567K | 2.56% | 17 |
|
|
2018
Q1 | $5.97M | Buy |
29,929
+27,794
| +1,302% | +$5.54M | 2.25% | 19 |
|
|
2017
Q4 | $423K | Hold |
2,135
| – | – | 0.16% | 24 |
|
|
2017
Q3 | $391K | Hold |
2,135
| – | – | 0.14% | 27 |
|
|
2017
Q2 | $362K | Sell |
2,135
-100
| -4% | -$17K | 0.14% | 25 |
|
|
2017
Q1 | $373K | Sell |
2,235
-180
| -7% | -$30K | 0.14% | 21 |
|
|
2016
Q4 | $394K | Buy |
2,415
+1,015
| +73% | +$166K | 0.14% | 22 |
|
|
2016
Q3 | $202K | Buy |
+1,400
| New | +$202K | 0.06% | 21 |
|
|
2016
Q1 | – | Sell |
-32,945
| Closed | -$4.35M | – | 33 |
|
|
2015
Q4 | $4.35M | Sell |
32,945
-2,066
| -6% | -$273K | 1.15% | 19 |
|
|
2015
Q3 | $4.57M | Sell |
35,011
-6,982
| -17% | -$910K | 1.33% | 19 |
|
|
2015
Q2 | $5.72M | Buy |
41,993
+7,241
| +21% | +$986K | 1.5% | 17 |
|
|
2015
Q1 | $5.02M | Sell |
34,752
-2,286
| -6% | -$330K | 1.34% | 17 |
|
|
2014
Q4 | $5.56M | Buy |
+37,038
| New | +$5.56M | 1.48% | 17 |
|