LWM
Laidlaw Wealth Management’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 | $790K | Sell |
1,626
-1,358
| -46% | -$660K | 2.28% | 14 |
|
|
2025
Q1 | $1.59M | Sell |
2,984
-123,873
| -98% | -$66M | 4.68% | 4 |
|
|
2024
Q4 | $2.61M | Buy |
126,857
+122,835
| +3,054% | +$2.52M | 1.14% | 20 |
|
|
2024
Q3 | $1.85M | Buy |
4,022
+1,322
| +49% | +$608K | 0.92% | 28 |
|
|
2024
Q2 | $1.1M | Sell |
2,700
-844
| -24% | -$343K | 0.6% | 52 |
|
|
2024
Q1 | $1.49M | Sell |
3,544
-8,127
| -70% | -$3.42M | 0.83% | 36 |
|
|
2023
Q4 | $4.16M | Sell |
11,671
-788
| -6% | -$281K | 1.51% | 8 |
|
|
2023
Q3 | $4.36M | Sell |
12,459
-5,394
| -30% | -$1.89M | 1.44% | 11 |
|
|
2023
Q2 | $6.09M | Sell |
17,853
-870
| -5% | -$297K | 1.19% | 10 |
|
|
2023
Q1 | $5.78M | Sell |
18,723
-223
| -1% | -$68.9K | 1.18% | 11 |
|
|
2022
Q4 | $5.85M | Sell |
18,946
-10
| -0.1% | -$3.09K | 1.26% | 8 |
|
|
2022
Q3 | $5.06M | Sell |
18,956
-28
| -0.1% | -$7.48K | 1.18% | 11 |
|
|
2022
Q2 | $5.18M | Sell |
18,984
-585
| -3% | -$160K | 1.06% | 12 |
|
|
2022
Q1 | $6.91M | Buy |
19,569
+306
| +2% | +$108K | 1.15% | 13 |
|
|
2021
Q4 | $5.76M | Buy |
19,263
+430
| +2% | +$129K | 0.92% | 20 |
|
|
2021
Q3 | $5.14M | Buy |
18,833
+90
| +0.5% | +$24.6K | 1.32% | 15 |
|
|
2021
Q2 | $5.21M | Buy |
+18,743
| New | +$5.21M | 1.34% | 13 |
|
|
2021
Q1 | – | Sell |
-18,947
| Closed | -$4.39M | – | 235 |
|
|
2020
Q4 | $4.39M | Buy |
18,947
+8,551
| +82% | +$1.98M | 0.93% | 16 |
|
|
2020
Q3 | $2.21M | Buy |
10,396
+44
| +0.4% | +$9.37K | 0.98% | 20 |
|
|
2020
Q2 | $1.85M | Buy |
10,352
+1,228
| +13% | +$219K | 0.96% | 25 |
|
|
2020
Q1 | $1.67M | Buy |
9,124
+384
| +4% | +$70.2K | 1.09% | 23 |
|
|
2019
Q4 | $1.98M | Buy |
+8,740
| New | +$1.98M | 1.25% | 12 |
|