Lakeridge Wealth Management’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 | $1.58M | Sell |
3,253
-77
| -2% | -$37.4K | 0.73% | 28 |
|
|
2025
Q1 | $1.77M | Buy |
3,330
+210
| +7% | +$112K | 0.89% | 24 |
|
|
2024
Q4 | $1.41M | Buy |
3,120
+10
| +0.3% | +$4.53K | 0.73% | 26 |
|
|
2024
Q3 | $1.43M | Sell |
3,110
-12
| -0.4% | -$5.52K | 0.79% | 26 |
|
|
2024
Q2 | $1.27M | Sell |
3,122
-169
| -5% | -$68.8K | 0.76% | 27 |
|
|
2024
Q1 | $1.38M | Sell |
3,291
-174
| -5% | -$73.2K | 0.9% | 23 |
|
|
2023
Q4 | $1.24M | Buy |
+3,465
| New | +$1.24M | 0.89% | 23 |
|