Lake Street Private Wealth’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.1% | 126 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.13% | 115 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.11% | 124 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.11% | 135 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.08% | 197 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.09% | 196 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.09% | 203 |
|
|
2023
Q3 | $541K | Hold |
1
| – | – | 0.1% | 181 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.09% | 184 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.09% | 187 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.1% | 184 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.09% | 182 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.09% | 185 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.1% | 178 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.08% | 209 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.1% | 159 |
|
|
2021
Q2 | $421K | Hold |
1
| – | – | 0.11% | 151 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.11% | 157 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.1% | 158 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.11% | 135 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.1% | 135 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.12% | 125 |
|
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.13% | 135 |
|