Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
14,831
+182
| +1% | +$88.4K | 1.03% | 27 |
|
|
2025
Q1 | $7.8M | Buy |
14,649
+281
| +2% | +$150K | 1.27% | 16 |
|
|
2024
Q4 | $6.51M | Buy |
14,368
+552
| +4% | +$250K | 1.04% | 24 |
|
|
2024
Q3 | $6.36M | Sell |
13,816
-912
| -6% | -$420K | 1.02% | 23 |
|
|
2024
Q2 | $5.99M | Sell |
14,728
-393
| -3% | -$160K | 0.78% | 28 |
|
|
2024
Q1 | $6.36M | Buy |
15,121
+887
| +6% | +$373K | 0.88% | 23 |
|
|
2023
Q4 | $5.08M | Sell |
14,234
-1,998
| -12% | -$713K | 0.8% | 24 |
|
|
2023
Q3 | $5.8M | Buy |
16,232
+31
| +0.2% | +$11.1K | 1.04% | 19 |
|
|
2023
Q2 | $5.52M | Sell |
16,201
-1,468
| -8% | -$501K | 0.97% | 20 |
|
|
2023
Q1 | $5.46M | Sell |
17,669
-386
| -2% | -$119K | 1.02% | 21 |
|
|
2022
Q4 | $5.58M | Buy |
18,055
+365
| +2% | +$113K | 1.15% | 17 |
|
|
2022
Q3 | $4.72M | Sell |
17,690
-1,304
| -7% | -$348K | 1.09% | 20 |
|
|
2022
Q2 | $5.19M | Buy |
18,994
+1,582
| +9% | +$432K | 1.09% | 19 |
|
|
2022
Q1 | $6.15M | Buy |
17,412
+4,868
| +39% | +$1.72M | 1.1% | 18 |
|
|
2021
Q4 | $3.75M | Buy |
12,544
+813
| +7% | +$243K | 0.66% | 36 |
|
|
2021
Q3 | $3.2M | Buy |
11,731
+884
| +8% | +$241K | 0.78% | 39 |
|
|
2021
Q2 | $3.04M | Buy |
10,847
+94
| +0.9% | +$26.3K | 0.77% | 41 |
|
|
2021
Q1 | $2.75M | Buy |
10,753
+300
| +3% | +$76.6K | 0.76% | 39 |
|
|
2020
Q4 | $2.42M | Buy |
10,453
+217
| +2% | +$50.3K | 0.7% | 39 |
|
|
2020
Q3 | $2.18M | Buy |
10,236
+134
| +1% | +$28.5K | 0.73% | 40 |
|
|
2020
Q2 | $1.8M | Buy |
10,102
+487
| +5% | +$86.9K | 0.67% | 49 |
|
|
2020
Q1 | $1.76M | Buy |
9,615
+1,325
| +16% | +$242K | 0.8% | 41 |
|
|
2019
Q4 | $1.88M | Buy |
8,290
+717
| +9% | +$162K | 0.72% | 51 |
|
|
2019
Q3 | $1.58M | Buy |
7,573
+326
| +4% | +$67.8K | 0.72% | 54 |
|
|
2019
Q2 | $1.55M | Sell |
7,247
-8
| -0.1% | -$1.71K | 0.91% | 41 |
|
|
2019
Q1 | $1.46M | Buy |
+7,255
| New | +$1.46M | 1% | 39 |
|