Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.8M | Buy |
34,834
+7,639
| +28% | +$3.46M | 0.73% | 25 |
|
|
2024
Q3 | $12.5M | Buy |
27,195
+251
| +0.9% | +$116K | 0.58% | 33 |
|
|
2024
Q2 | $11M | Sell |
26,944
-139
| -0.5% | -$56.5K | 0.53% | 36 |
|
|
2024
Q1 | $11.4M | Buy |
27,083
+565
| +2% | +$238K | 0.53% | 36 |
|
|
2023
Q4 | $9.46M | Sell |
26,518
-599
| -2% | -$214K | 0.47% | 41 |
|
|
2023
Q3 | $9.5M | Buy |
27,117
+152
| +0.6% | +$53.2K | 0.56% | 38 |
|
|
2023
Q2 | $9.2M | Buy |
26,965
+2,049
| +8% | +$699K | 0.51% | 39 |
|
|
2023
Q1 | $7.69M | Buy |
24,916
+1,464
| +6% | +$452K | 0.48% | 39 |
|
|
2022
Q4 | $7.24M | Buy |
23,452
+1,797
| +8% | +$555K | 0.48% | 38 |
|
|
2022
Q3 | $5.78M | Sell |
21,655
-1,160
| -5% | -$310K | 0.42% | 43 |
|
|
2022
Q2 | $6.23M | Buy |
22,815
+174
| +0.8% | +$47.5K | 0.44% | 39 |
|
|
2022
Q1 | $7.99M | Buy |
22,641
+98
| +0.4% | +$34.6K | 0.51% | 33 |
|
|
2021
Q4 | $6.74M | Buy |
22,543
+399
| +2% | +$119K | 0.43% | 41 |
|
|
2021
Q3 | $6.04M | Buy |
22,144
+5,309
| +32% | +$1.45M | 0.65% | 34 |
|
|
2021
Q2 | $4.89M | Sell |
16,835
-138
| -0.8% | -$40.1K | 0.36% | 44 |
|
|
2021
Q1 | $4.34M | Sell |
16,973
-2,098
| -11% | -$536K | 0.35% | 42 |
|
|
2020
Q4 | $4.42M | Sell |
19,071
-201
| -1% | -$46.6K | 0.37% | 41 |
|
|
2020
Q3 | $4.1M | Buy |
19,272
+453
| +2% | +$96.5K | 0.39% | 39 |
|
|
2020
Q2 | $3.36M | Sell |
18,819
-1,018
| -5% | -$182K | 0.34% | 41 |
|
|
2020
Q1 | $3.63M | Buy |
19,837
+3,848
| +24% | +$704K | 0.45% | 39 |
|
|
2019
Q4 | $3.62M | Buy |
15,989
+207
| +1% | +$46.9K | 0.36% | 33 |
|
|
2019
Q3 | $2.87M | Sell |
15,782
-550
| -3% | -$99.9K | 0.31% | 34 |
|
|
2019
Q2 | $3.48M | Buy |
16,332
+1,134
| +7% | +$242K | 0.37% | 29 |
|
|
2019
Q1 | $3.05M | Buy |
15,198
+525
| +4% | +$105K | 0.32% | 31 |
|
|
2018
Q4 | $3M | Buy |
14,673
+98
| +0.7% | +$20K | 0.37% | 32 |
|
|
2018
Q3 | $3.12M | Sell |
14,575
-5,145
| -26% | -$1.1M | 0.35% | 30 |
|
|
2018
Q2 | $3.68M | Sell |
19,720
-1,457
| -7% | -$272K | 0.37% | 27 |
|
|
2018
Q1 | $4.22M | Buy |
+21,177
| New | +$4.22M | 0.47% | 25 |
|