LPWM
Lake Point Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.23% | 20 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.24% | 16 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.2% | 21 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.19% | 19 |
|
|
2021
Q2 | $419K | Buy |
+1
| New | +$419K | 0.2% | 18 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.24% | 20 |
|
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.11% | 30 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.11% | 26 |
|
|
2019
Q1 | $318K | Hold |
1
| – | – | 0.11% | 26 |
|
|
2018
Q4 | $306K | Buy |
+1
| New | +$306K | 0.11% | 105 |
|