LPWM
Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $201K | Hold |
736
| – | – | 0.11% | 32 |
|
|
2022
Q1 | $260K | Hold |
736
| – | – | 0.12% | 27 |
|
|
2021
Q4 | $220K | Sell |
736
-22
| -3% | -$6.58K | 0.1% | 31 |
|
|
2021
Q3 | $207K | Buy |
758
+22
| +3% | +$6.01K | 0.1% | 28 |
|
|
2021
Q2 | $205K | Buy |
+736
| New | +$205K | 0.1% | 31 |
|
|
2020
Q1 | $130K | Hold |
709
| – | – | 0.11% | 27 |
|
|
2019
Q4 | $161K | Buy |
+709
| New | +$161K | 0.05% | 56 |
|
|
2019
Q2 | $145K | Hold |
679
| – | – | 0.05% | 54 |
|
|
2019
Q1 | $145K | Sell |
679
-132
| -16% | -$28.2K | 0.05% | 54 |
|
|
2018
Q4 | $166K | Buy |
+811
| New | +$166K | 0.06% | 169 |
|